Freedom Wealth Alliance’s IBM IBM Stock Holding History

Freedom Wealth Alliance’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
2023 Q3	–	Sell	-2,992	Closed	-$401K	–	59
2023 Q2	$401K	Buy	2,992 +303	+11%	+$39.1K	0.56%	31
2023 Q1	$352K	Buy	2,689 +176	+7%	+$23.5K	0.53%	32
2022 Q4	$354K	Buy	+2,513	New	+$347K	0.5%	28

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's IBM Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of IBM (IBM) in Q3 2023, closing a stake of 2,992 shares — an estimated $401K sold.

Freedom Wealth Alliance first reported a position in IBM in Q4 2022 and held it in 3 quarters. The position peaked at $401K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Freedom Wealth Alliance reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 2,992 IBM shares in Q3 2023, an estimated $401K.
Freedom Wealth Alliance first reported a position in IBM in Q4 2022 and held it in 3 quarters.
Freedom Wealth Alliance's IBM position peaked at $401K in Q2 2023.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.