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Independence Advisors’s IBM IBM Stock Holding History

Independence 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
2020
Q3 		$270K Sell
2,319
-248
-10% -$29.2K 0.06% 77
2020
Q2 		$296K Buy
2,567
+271
+12% +$31.5K 0.07% 68
2020
Q1 		$244K Buy
2,296
+165
+8% +$20.9K 0.07% 67
2019
Q4 		$273K Buy
2,131
+9
+0.4% +$1.17K 0.07% 74
2019
Q3 		$295K Buy
2,122
+7
+0.3% +$944 0.07% 73
2019
Q2 		$279K Sell
2,115
-12
-0.6% -$1.58K 0.07% 75
2019
Q1 		$287K Sell
2,127
-32
-1% -$4.08K 0.08% 69
2018
Q4 		$235K Sell
2,159
-5
-0.2% -$600 0.08% 69
2018
Q3 		$313K Buy
2,164
+21
+1% +$2.93K 0.09% 59
2018
Q2 		$286K Sell
2,143
-4
-0.2% -$558 0.09% 61
2018
Q1 		$315K Buy
2,147
+102
+5% +$15.4K 0.1% 59
2017
Q4 		$300K Buy
2,045
+6
+0.3% +$872 0.1% 59
2017
Q3 		$283K Buy
2,039
+7
+0.3% +$975 0.11% 55
2017
Q2 		$299K Buy
2,032
+6
+0.3% +$905 0.12% 52
2017
Q1 		$337K Buy
2,026
+5
+0.2% +$838 0.14% 48
2016
Q4 		$321K Sell
2,021
-70
-3% -$10.7K 0.14% 49
2016
Q3 		$318K Buy
2,091
+497
+31% +$75.4K 0.15% 47
2016
Q2 		$231K Buy
+1,594
New +$228K 0.12% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's IBM Position: Q3 2020 in Review

Independence Advisors reduced its IBM (IBM) stake by 9.7% in Q3 2020, selling an estimated $29.2K and leaving 2,319 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #77.

Independence Advisors first reported a position in IBM in Q2 2016 and has held it in 18 quarters since. The position peaked at $337K in Q1 2017. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Independence Advisors held 2,319 shares of IBM worth $270K as of Q3 2020.
  • Independence Advisors sold 248 IBM shares in Q3 2020, an estimated $29.2K.
  • IBM made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #77 holding.
  • Independence Advisors first reported a position in IBM in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's IBM position peaked at $337K in Q1 2017.
  • 1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.