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Greytown Advisors’s IBM IBM Stock Holding History

Greytown 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
2022
Q4 		– Sell
-2,404
Closed -$286K – 100
2022
Q3 		$286K Sell
2,404
-372
-13% -$48.8K 0.17% 72
2022
Q2 		$392K Sell
2,776
-1,440
-34% -$194K 0.22% 65
2022
Q1 		$548K Sell
4,216
-2,183
-34% -$285K 0.26% 62
2021
Q4 		$855K Sell
6,399
-2,148
-25% -$269K 0.36% 48
2021
Q3 		$1.14M Sell
8,547
-276
-3% -$36.9K 0.51% 44
2021
Q2 		$1.24M Buy
8,823
+1,245
+16% +$170K 0.6% 32
2021
Q1 		$965K Buy
7,578
+3,591
+90% +$430K 0.48% 32
2020
Q4 		$480K Buy
3,987
+327
+9% +$37.8K 0.33% 57
2020
Q3 		$426K Buy
3,660
+1,513
+70% +$178K 0.35% 52
2020
Q2 		$248K Sell
2,147
-1,555
-42% -$181K 0.23% 63
2020
Q1 		$393K Sell
3,702
-2,831
-43% -$358K 0.39% 51
2019
Q4 		$837K Sell
6,533
-60
-0.9% -$7.8K 0.59% 40
2019
Q3 		$917K Buy
6,593
+470
+8% +$63.4K 0.68% 33
2019
Q2 		$807K Sell
6,123
-567
-8% -$74.5K 0.58% 41
2019
Q1 		$902K Hold
6,690
– – 0.65% 33
2018
Q4 		$727K Buy
6,690
+191
+3% +$22.9K 0.52% 44
2018
Q3 		$939K Sell
6,499
-956
-13% -$134K 0.62% 36
2018
Q2 		$996K Buy
7,455
+499
+7% +$69.6K 0.46% 43
2018
Q1 		$1.02M Buy
6,956
+620
+10% +$93.8K 0.51% 40
2017
Q4 		$929K Buy
6,336
+864
+16% +$126K 0.48% 48
2017
Q3 		$759K Buy
5,472
+2,128
+64% +$296K 0.44% 44
2017
Q2 		$492K Buy
3,344
+1,310
+64% +$197K 0.4% 43
2017
Q1 		$339K Buy
2,034
+214
+12% +$35.9K 0.3% 50
2016
Q4 		$289K Buy
+1,820
New +$277K 0.28% 53

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greytown Advisors's IBM Position: Q4 2022 in Review

Greytown Advisors sold out of IBM (IBM) in Q4 2022, closing a stake of 2,404 shares — an estimated $286K sold.

Greytown Advisors first reported a position in IBM in Q4 2016 and held it in 24 quarters. The position peaked at $1.24M in Q2 2021. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Greytown Advisors reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Greytown Advisors sold 2,404 IBM shares in Q4 2022, an estimated $286K.
  • Greytown Advisors first reported a position in IBM in Q4 2016 and held it in 24 quarters.
  • Greytown Advisors's IBM position peaked at $1.24M in Q2 2021.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Greytown Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.