Goodwin Investment Advisory’s IBM IBM Stock Holding History

Goodwin Investment Advisory’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 Q4	–	Sell	-370	Closed	-$44K	–	231
2022 Q3	$44K	Buy	+370	New	+$48.6K	0.03%	90

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

Goodwin Investment Advisory's IBM Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of IBM (IBM) in Q4 2022, closing a stake of 370 shares — an estimated $44K sold.

Goodwin Investment Advisory first reported a position in IBM in Q3 2022 and held it in 1 quarter. The position peaked at $44K in Q3 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Goodwin Investment Advisory reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 370 IBM shares in Q4 2022, an estimated $44K.
Goodwin Investment Advisory first reported a position in IBM in Q3 2022 and held it in 1 quarter.
Goodwin Investment Advisory's IBM position peaked at $44K in Q3 2022.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.