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FourThought Financial’s IBM IBM Stock Holding History

FourThought Financial’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$521K Sell
4,385
-858
-16% -$113K 0.08% 168
2022
Q2 		$740K Sell
5,243
-331
-6% -$44.7K 0.11% 138
2022
Q1 		$725K Buy
5,574
+671
+14% +$87.5K 0.09% 149
2021
Q4 		$655K Sell
4,903
-490
-9% -$61.5K 0.08% 162
2021
Q3 		$716K Buy
5,393
+534
+11% +$71.4K 0.1% 158
2021
Q2 		$680K Sell
4,859
-535
-10% -$73.2K 0.09% 173
2021
Q1 		$687K Sell
5,394
-335
-6% -$40.1K 0.1% 159
2020
Q4 		$689K Buy
+5,729
New +$662K 0.11% 147

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's IBM Position: Q3 2022 in Review

FourThought Financial reduced its IBM (IBM) stake by 16% in Q3 2022, selling an estimated $113K and leaving 4,385 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #168.

FourThought Financial first reported a position in IBM in Q4 2020 and has held it in 8 quarters since. The position peaked at $740K in Q2 2022. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • FourThought Financial held 4,385 shares of IBM worth $521K as of Q3 2022.
  • FourThought Financial sold 858 IBM shares in Q3 2022, an estimated $113K.
  • IBM made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #168 holding.
  • FourThought Financial first reported a position in IBM in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's IBM position peaked at $740K in Q2 2022.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.