IA
IBM icon

IndexIQ Advisors’s IBM IBM Stock Holding History

IndexIQ 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
Q1 		$2.15M Sell
16,492
-21,091
-56% -$2.75M 0.08% 222
2021
Q4 		$5.02M Sell
37,583
-988
-3% -$124K 0.17% 98
2021
Q3 		$5.12M Buy
38,571
+451
+1% +$60.3K 0.17% 101
2021
Q2 		$5.34M Buy
38,120
+984
+3% +$135K 0.18% 90
2021
Q1 		$4.73M Buy
37,136
+6,489
+21% +$777K 0.17% 95
2020
Q4 		$3.69M Buy
30,647
+5,862
+24% +$677K 0.14% 110
2020
Q3 		$2.88M Buy
24,785
+4,078
+20% +$480K 0.12% 124
2020
Q2 		$2.39M Buy
20,707
+2,096
+11% +$243K 0.11% 138
2020
Q1 		$1.97M Buy
18,611
+18,292
+5,734% +$2.31M 0.09% 132
2019
Q4 		$41K Buy
+319
New +$41.5K ﹤0.01% 559

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IndexIQ Advisors's IBM Position: Q1 2022 in Review

IndexIQ Advisors reduced its IBM (IBM) stake by 56% in Q1 2022, selling an estimated $2.75M and leaving 16,492 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #222.

IndexIQ Advisors first reported a position in IBM in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.34M in Q2 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • IndexIQ Advisors held 16,492 shares of IBM worth $2.15M as of Q1 2022.
  • IndexIQ Advisors sold 21,091 IBM shares in Q1 2022, an estimated $2.75M.
  • IBM made up 0.08% of IndexIQ Advisors's portfolio in Q1 2022, its #222 holding.
  • IndexIQ Advisors first reported a position in IBM in Q4 2019 and has held it in 10 quarters since.
  • IndexIQ Advisors's IBM position peaked at $5.34M in Q2 2021.
  • 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.