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Highland Private Wealth Management’s IBM IBM Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-4,067
Closed -$483K – 70
2022
Q3 		$483K Sell
4,067
-392
-9% -$51.4K 0.08% 96
2022
Q2 		$630K Buy
4,459
+1,326
+42% +$179K 0.1% 77
2022
Q1 		$407K Buy
3,133
+408
+15% +$53.2K 0.05% 109
2021
Q4 		$364K Sell
2,725
-1,382
-34% -$173K 0.05% 121
2021
Q3 		$546K Buy
4,107
+781
+23% +$104K 0.08% 86
2021
Q2 		$466K Buy
3,326
+46
+1% +$6.29K 0.07% 95
2021
Q1 		$418K Sell
3,280
-11
-0.3% -$1.32K 0.07% 97
2020
Q4 		$396K Buy
3,291
+108
+3% +$12.5K 0.07% 95
2020
Q3 		$370K Buy
3,183
+19
+0.6% +$2.24K 0.07% 90
2020
Q2 		$365K Buy
3,164
+628
+25% +$72.9K 0.08% 85
2020
Q1 		$269K Sell
2,536
-166
-6% -$21K 0.07% 92
2019
Q4 		$346K Buy
2,702
+29
+1% +$3.77K 0.08% 85
2019
Q3 		$372K Sell
2,673
-71
-3% -$9.58K 0.1% 68
2019
Q2 		$362K Buy
2,744
+292
+12% +$38.4K 0.1% 75
2019
Q1 		$331K Buy
2,452
+365
+17% +$46.5K 0.1% 76
2018
Q4 		$226K Sell
2,087
-417
-17% -$50K 0.08% 84
2018
Q3 		$362K Buy
2,504
+39
+2% +$5.45K 0.12% 70
2018
Q2 		$330K Buy
+2,465
New +$344K 0.12% 73
2018
Q1 		– Sell
-2,344
Closed -$343K – 123
2017
Q4 		$343K Buy
2,344
+213
+10% +$31K 0.14% 64
2017
Q3 		$295K Sell
2,131
-91
-4% -$12.7K 0.13% 67
2017
Q2 		$327K Sell
2,222
-15
-0.7% -$2.26K 0.16% 57
2017
Q1 		$373K Sell
2,237
-27
-1% -$4.53K 0.19% 48
2016
Q4 		$359K Buy
2,264
+68
+3% +$10.4K 0.18% 48
2016
Q3 		$334K Buy
2,196
+52
+2% +$7.89K 0.17% 48
2016
Q2 		$312K Buy
2,144
+244
+13% +$34.9K 0.18% 49
2016
Q1 		$274K Buy
+1,900
New +$243K 0.16% 52

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

Highland Private Wealth Management's IBM Position: Q4 2022 in Review

Highland Private Wealth Management sold out of IBM (IBM) in Q4 2022, closing a stake of 4,067 shares — an estimated $483K sold.

Highland Private Wealth Management first reported a position in IBM in Q1 2016 and held it in 26 quarters. The position peaked at $630K in Q2 2022. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Highland Private Wealth Management reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 4,067 IBM shares in Q4 2022, an estimated $483K.
  • Highland Private Wealth Management first reported a position in IBM in Q1 2016 and held it in 26 quarters.
  • Highland Private Wealth Management's IBM position peaked at $630K in Q2 2022.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.