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Guidant Wealth Advisors’s IBM IBM Stock Holding History

Guidant 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
2019
Q1 		– Sell
-2
Closed – – 277
2018
Q4 		$0 Sell
2
-105
-98% -$12.6K ﹤0.01% 265
2018
Q3 		$15K Sell
107
-59
-36% -$8.24K 0.01% 133
2018
Q2 		$22K Sell
166
-13
-7% -$1.81K 0.01% 110
2018
Q1 		$25K Buy
179
+13
+8% +$1.97K 0.01% 102
2017
Q4 		$25K Buy
166
+104
+168% +$15.1K 0.01% 104
2017
Q3 		$8K Hold
62
– – 0.01% 165
2017
Q2 		$9K Buy
62
+60
+3,000% +$9.05K ﹤0.01% 201
2017
Q1 		$0 Hold
2
– – ﹤0.01% 215
2016
Q4 		$0 Hold
2
– – ﹤0.01% 211
2016
Q3 		$0 Buy
+2
New +$304 ﹤0.01% 204

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guidant Wealth Advisors's IBM Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of IBM (IBM) in Q1 2019, closing a stake of 2 shares.

Guidant Wealth Advisors first reported a position in IBM in Q3 2016 and held it in 10 quarters. The position peaked at $25K in Q1 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 2 IBM shares in Q1 2019.
  • Guidant Wealth Advisors first reported a position in IBM in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's IBM position peaked at $25K in Q1 2018.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.