Harvest Group Wealth Management’s IBM IBM Stock Holding History

Harvest Group Wealth 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
2021 Q3	–	Sell	-40	Closed	-$6K	–	67
2021 Q2	$6K	Buy	+40	New	+$5.47K	﹤0.01%	59
2021 Q1	–	Sell	-565	Closed	-$68K	–	338
2020 Q4	$68K	Sell	565 -89	-14%	-$10.3K	0.04%	86
2020 Q3	$76K	Buy	654 +15	+2%	+$1.77K	0.05%	72
2020 Q2	$73K	Hold	639	–	–	0.06%	65
2020 Q1	$67K	Hold	639	–	–	0.07%	68
2019 Q4	$81K	Sell	639 -1	-0.2%	-$130	0.07%	62
2019 Q3	$89K	Sell	640 -23	-3%	-$3.1K	0.11%	59
2019 Q2	$87K	Sell	663 -889	-57%	-$117K	0.11%	51
2019 Q1	$209K	Buy	+1,552	New	+$198K	0.19%	33

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's IBM Position: Q3 2021 in Review

Harvest Group Wealth Management sold out of IBM (IBM) in Q3 2021, closing a stake of 40 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in IBM in Q1 2019 and held it in 9 quarters. The position peaked at $209K in Q1 2019. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Harvest Group Wealth Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 40 IBM shares in Q3 2021, an estimated $6K.
Harvest Group Wealth Management first reported a position in IBM in Q1 2019 and held it in 9 quarters.
Harvest Group Wealth Management's IBM position peaked at $209K in Q1 2019.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Harvest Group Wealth Management's 13F filing for Q3 2021, filed 3 Nov 2021.