HC Financial Advisors’s IBM IBM Stock Holding History

HC Financial 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	$120K	Sell	851 -150	-15%	-$20.2K	0.08%	93
2022 Q1	$130K	Hold	1,001	–	–	0.08%	93
2021 Q4	$134K	Sell	1,001 -46	-4%	-$5.77K	0.07%	97
2021 Q3	$139K	Hold	1,047	–	–	0.08%	90
2021 Q2	$147K	Hold	1,047	–	–	0.09%	92
2021 Q1	$133K	Hold	1,047	–	–	0.08%	90
2020 Q4	$126K	Sell	1,047 -45	-4%	-$5.2K	0.08%	93
2020 Q3	$127K	Buy	1,092 +3	+0.3%	+$353	0.09%	84
2020 Q2	$126K	Sell	1,089 -366	-25%	-$42.5K	0.1%	76
2020 Q1	$154K	Buy	+1,455	New	+$184K	0.14%	69
2018 Q4	–	Sell	-1,447	Closed	-$209K	–	38
2018 Q3	$209K	Sell	1,447 -12,419	-90%	-$1.74M	0.18%	66
2018 Q2	$1.85M	Sell	13,866 -1,060	-7%	-$148K	1.81%	21
2018 Q1	$2.19M	Sell	14,926 -60	-0.4%	-$9.08K	2.16%	13
2017 Q4	$2.2M	Buy	+14,986	New	+$2.18M	2.12%	16

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

HC Financial Advisors's IBM Position: Q2 2022 in Review

HC Financial Advisors reduced its IBM (IBM) stake by 15% in Q2 2022, selling an estimated $20.2K and leaving 851 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #93.

HC Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2017. 2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

HC Financial Advisors held 851 shares of IBM worth $120K as of Q2 2022.
HC Financial Advisors sold 150 IBM shares in Q2 2022, an estimated $20.2K.
IBM made up 0.08% of HC Financial Advisors's portfolio in Q2 2022, its #93 holding.
HC Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 14 quarters since.
HC Financial Advisors's IBM position peaked at $2.2M in Q4 2017.
2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.