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Genesis Wealth Advisors’s IBM IBM Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$147K Sell
945
-334
-26% -$53.7K 0.12% 83
2015
Q1 		$195K Hold
1,279
– – 0.16% 67
2014
Q4 		$199K Buy
+1,279
New +$203K 0.16% 67

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Genesis Wealth Advisors's IBM Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its IBM (IBM) stake by 26% in Q2 2015, selling an estimated $53.7K and leaving 945 shares worth $147K. The position accounts for 0.12% of the portfolio, ranked #83.

Genesis Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 3 quarters since. The position peaked at $199K in Q4 2014. 1,740 funds tracked by Wall St. Rank hold IBM as of Q2 2015.

  • Genesis Wealth Advisors held 945 shares of IBM worth $147K as of Q2 2015.
  • Genesis Wealth Advisors sold 334 IBM shares in Q2 2015, an estimated $53.7K.
  • IBM made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #83 holding.
  • Genesis Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's IBM position peaked at $199K in Q4 2014.
  • 1,740 funds tracked by Wall St. Rank held IBM as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.