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Genovese Burford & Brothers Wealth & Retirement Plan Management’s IBM IBM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4 		$302K Sell
2,512
-384
-13% -$44.4K 0.08% 83
2020
Q3 		$337K Buy
2,896
+513
+22% +$60.4K 0.1% 64
2020
Q2 		$275K Sell
2,383
-209
-8% -$24.3K 0.08% 68
2020
Q1 		$275K Sell
2,592
-15
-0.6% -$1.9K 0.08% 68
2019
Q4 		$334K Hold
2,607
– – 0.08% 78
2019
Q3 		$362K Hold
2,607
– – 0.09% 68
2019
Q2 		$344K Hold
2,607
– – 0.09% 69
2019
Q1 		$352K Buy
2,607
+214
+9% +$27.3K 0.1% 62
2018
Q4 		$260K Sell
2,393
-141
-6% -$16.9K 0.08% 67
2018
Q3 		$366K Hold
2,534
– – 0.12% 62
2018
Q2 		$339K Sell
2,534
-218
-8% -$30.4K 0.12% 53
2018
Q1 		$404K Buy
+2,752
New +$416K 0.15% 45
2017
Q4 		– Sell
-2,732
Closed -$378K – 332
2017
Q3 		$378K Hold
2,732
– – 0.15% 38
2017
Q2 		$401K Hold
2,732
– – 0.16% 37
2017
Q1 		$455K Sell
2,732
-2,383
-47% -$400K 0.18% 34
2016
Q4 		$812K Buy
5,115
+2,509
+96% +$382K 0.22% 27
2016
Q3 		$395K Sell
2,606
-209
-7% -$31.7K 0.16% 39
2016
Q2 		$408K Buy
2,815
+20
+0.7% +$2.86K 0.17% 38
2016
Q1 		$404K Hold
2,795
– – 0.19% 36
2015
Q4 		$368K Buy
+2,795
New +$376K 0.18% 37

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IBM Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its IBM (IBM) stake by 13% in Q4 2020, selling an estimated $44.4K and leaving 2,512 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #83.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IBM in Q4 2015 and has held it in 20 quarters since. The position peaked at $812K in Q4 2016. 2,135 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,512 shares of IBM worth $302K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 384 IBM shares in Q4 2020, an estimated $44.4K.
  • IBM made up 0.08% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #83 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IBM in Q4 2015 and has held it in 20 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's IBM position peaked at $812K in Q4 2016.
  • 2,135 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.