Hall Private Wealth Advisors’s IBM IBM Stock Holding History

Hall Private 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
2022 Q2	–	Sell	-10,691	Closed	-$1.39M	–	44
2022 Q1	$1.39M	Sell	10,691 -775	-7%	-$101K	0.74%	27
2021 Q4	$1.53M	Sell	11,466 -11,298	-50%	-$1.42M	0.95%	24
2021 Q3	$3.02M	Sell	22,764 -16,687	-42%	-$2.23M	1.93%	18
2021 Q2	$5.53M	Buy	+39,451	New	+$5.39M	3.6%	10
2020 Q4	$4.84M	Buy	+40,217	New	+$4.65M	3.99%	10

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hall Private Wealth Advisors's IBM Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of IBM (IBM) in Q2 2022, closing a stake of 10,691 shares — an estimated $1.39M sold.

Hall Private Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 5 quarters. The position peaked at $5.53M in Q2 2021. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Hall Private Wealth Advisors reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 10,691 IBM shares in Q2 2022, an estimated $1.39M.
Hall Private Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 5 quarters.
Hall Private Wealth Advisors's IBM position peaked at $5.53M in Q2 2021.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.