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JOYN Advisors’s IBM IBM Stock Holding History

JOYN 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
Q1 		$467K Buy
4,402
+424
+11% +$53.6K 0.16% 51
2019
Q4 		$510K Buy
3,978
+1,209
+44% +$157K 0.11% 50
2019
Q3 		$385K Sell
2,769
-970
-26% -$131K 0.09% 63
2019
Q2 		$503K Buy
3,739
+1,306
+54% +$172K 0.11% 54
2019
Q1 		$328K Sell
2,433
-868
-26% -$111K 0.08% 66
2018
Q4 		$359K Buy
3,301
+341
+12% +$40.9K 0.08% 64
2018
Q3 		$428K Buy
2,960
+483
+19% +$67.5K 0.08% 63
2018
Q2 		$331K Buy
2,477
+1,749
+240% +$244K 0.07% 85
2018
Q1 		$107K Sell
728
-2,402
-77% -$363K 0.02% 248
2017
Q4 		$459K Buy
+3,130
New +$455K 0.1% 88

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

JOYN Advisors's IBM Position: Q1 2020 in Review

JOYN Advisors increased its IBM (IBM) stake by 11% in Q1 2020, buying an estimated $53.6K and bringing the position to 4,402 shares worth $467K. The position accounts for 0.16% of the portfolio, ranked #51.

JOYN Advisors first reported a position in IBM in Q4 2017 and has held it in 10 quarters since. The position peaked at $510K in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • JOYN Advisors held 4,402 shares of IBM worth $467K as of Q1 2020.
  • JOYN Advisors bought 424 IBM shares in Q1 2020, an estimated $53.6K.
  • IBM made up 0.16% of JOYN Advisors's portfolio in Q1 2020, its #51 holding.
  • JOYN Advisors first reported a position in IBM in Q4 2017 and has held it in 10 quarters since.
  • JOYN Advisors's IBM position peaked at $510K in Q4 2019.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.