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Kapitalo Investimentos’s IBM IBM Stock Holding History

Kapitalo Investimentos’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
2024
Q2 		– Sell
-2,200
Closed -$420K – 235
2024
Q1 		$420K Buy
2,200
+748
+52% +$136K 0.09% 106
2023
Q4 		$237K Buy
1,452
+1,097
+309% +$166K 0.05% 246
2023
Q3 		$49.8K Buy
+355
New +$50.5K 0.01% 479
2023
Q2 		– Sell
-774
Closed -$101K – 580
2023
Q1 		$101K Buy
+774
New +$104K 0.03% 335

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kapitalo Investimentos's IBM Position: Q2 2024 in Review

Kapitalo Investimentos sold out of IBM (IBM) in Q2 2024, closing a stake of 2,200 shares — an estimated $420K sold.

Kapitalo Investimentos first reported a position in IBM in Q1 2023 and held it in 4 quarters. The position peaked at $420K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Kapitalo Investimentos reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,200 IBM shares in Q2 2024, an estimated $420K.
  • Kapitalo Investimentos first reported a position in IBM in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's IBM position peaked at $420K in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.