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Intelligence Driven Advisers’s IBM IBM Stock Holding History

Intelligence Driven Advisers’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
Q1 		– Sell
-2,765
Closed -$333K – 81
2020
Q4 		$333K Buy
2,765
+13
+0.5% +$1.5K 0.07% 75
2020
Q3 		$320K Hold
2,752
– – 0.08% 67
2020
Q2 		$318K Sell
2,752
-60
-2% -$6.97K 0.11% 71
2020
Q1 		$298K Buy
2,812
+39
+1% +$4.93K 0.14% 69
2019
Q4 		$355K Sell
2,773
-90
-3% -$11.7K 0.16% 63
2019
Q3 		$398K Sell
2,863
-145
-5% -$19.6K 0.19% 58
2019
Q2 		$397K Buy
3,008
+84
+3% +$11K 0.19% 67
2019
Q1 		$394K Buy
2,924
+62
+2% +$7.9K 0.22% 63
2018
Q4 		$311K Buy
+2,862
New +$344K 0.2% 74

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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