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Freedman Financial Associates’s IBM IBM Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-878
Closed -$114K – 183
2022
Q1 		$114K Hold
878
– – 0.08% 114
2021
Q4 		$117K Sell
878
-279
-24% -$35K 0.08% 111
2021
Q3 		$154K Buy
1,157
+134
+13% +$17.9K 0.11% 84
2021
Q2 		$143K Buy
1,023
+29
+3% +$3.97K 0.11% 86
2021
Q1 		$127K Hold
994
– – 0.1% 85
2020
Q4 		$120K Buy
+994
New +$115K 0.11% 78

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedman Financial Associates's IBM Position: Q2 2022 in Review

Freedman Financial Associates sold out of IBM (IBM) in Q2 2022, closing a stake of 878 shares — an estimated $114K sold.

Freedman Financial Associates first reported a position in IBM in Q4 2020 and held it in 6 quarters. The position peaked at $154K in Q3 2021. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Freedman Financial Associates reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 878 IBM shares in Q2 2022, an estimated $114K.
  • Freedman Financial Associates first reported a position in IBM in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's IBM position peaked at $154K in Q3 2021.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.