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Insight Wealth Strategies’s IBM IBM Stock Holding History

Insight Wealth Strategies’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 		– Sell
-3,125
Closed -$398K – 208
2021
Q1 		$398K Buy
3,125
+144
+5% +$17.2K 0.05% 152
2020
Q4 		$359K Sell
2,981
-336
-10% -$38.8K 0.06% 142
2020
Q3 		$386K Buy
3,317
+355
+12% +$41.8K 0.07% 120
2020
Q2 		$342K Buy
+2,962
New +$344K 0.08% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Insight Wealth Strategies's IBM Position: Q2 2021 in Review

Insight Wealth Strategies sold out of IBM (IBM) in Q2 2021, closing a stake of 3,125 shares — an estimated $398K sold.

Insight Wealth Strategies first reported a position in IBM in Q2 2020 and held it in 4 quarters. The position peaked at $398K in Q1 2021. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • Insight Wealth Strategies reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,125 IBM shares in Q2 2021, an estimated $398K.
  • Insight Wealth Strategies first reported a position in IBM in Q2 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's IBM position peaked at $398K in Q1 2021.
  • 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.