Hoover Financial Advisors’s IBM IBM Stock Holding History

Hoover 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
2021 Q2	$358K	Hold	2,553	–	–	0.06%	90
2021 Q1	$352K	Hold	2,553	–	–	0.07%	83
2020 Q4	$315K	Sell	2,553 -94	-4%	-$10.9K	0.08%	74
2020 Q3	$308K	Sell	2,647 -14	-0.5%	-$1.65K	0.1%	66
2020 Q2	$307K	Hold	2,661	–	–	0.12%	66
2020 Q1	$282K	Buy	2,661 +186	+8%	+$23.5K	0.16%	57
2019 Q4	$317K	Buy	2,475 +14	+0.6%	+$1.82K	0.15%	68
2019 Q3	$342K	Hold	2,461	–	–	0.3%	40
2019 Q2	$324K	Hold	2,461	–	–	0.3%	40
2019 Q1	$332K	Sell	2,461 -53	-2%	-$6.76K	0.32%	39
2018 Q4	$273K	Buy	+2,514	New	+$302K	0.3%	45

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

Norges Bank Oslo, Norway $935B AUM

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

Hoover Financial Advisors's IBM Position: Q2 2021 in Review

Hoover Financial Advisors held its IBM (IBM) position steady in Q2 2021 at 2,553 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #90.

Hoover Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 11 quarters since. 2,216 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Hoover Financial Advisors held 2,553 shares of IBM worth $358K as of Q2 2021.
Hoover Financial Advisors left its IBM share count unchanged in Q2 2021.
IBM made up 0.06% of Hoover Financial Advisors's portfolio in Q2 2021, its #90 holding.
Hoover Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 11 quarters since.
2,216 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.