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Kays Financial Advisory’s IBM IBM Stock Holding History

Kays Financial Advisory’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 		– Sell
-1,709
Closed -$219K – 98
2019
Q4 		$219K Sell
1,709
-1,161
-40% -$151K 0.04% 85
2019
Q3 		$399K Sell
2,870
-231
-7% -$31.2K 0.07% 83
2019
Q2 		$408K Sell
3,101
-187
-6% -$24.6K 0.07% 81
2019
Q1 		$443K Buy
3,288
+1,263
+62% +$161K 0.09% 72
2018
Q4 		$220K Buy
2,025
+179
+10% +$21.5K 0.05% 95
2018
Q3 		$267K Sell
1,846
-1,083
-37% -$151K 0.06% 79
2018
Q2 		$391K Sell
2,929
-17,059
-85% -$2.38M 0.09% 66
2018
Q1 		$2.93M Buy
19,988
+240
+1% +$36.3K 0.67% 25
2017
Q4 		$2.9M Buy
19,748
+466
+2% +$67.8K 0.85% 23
2017
Q3 		$2.67M Buy
19,282
+950
+5% +$132K 0.85% 18
2017
Q2 		$2.7M Buy
18,332
+624
+4% +$94.1K 0.91% 18
2017
Q1 		$2.95M Buy
17,708
+1,430
+9% +$240K 1.05% 15
2016
Q4 		$2.58M Buy
16,278
+2,278
+16% +$347K 1.01% 16
2016
Q3 		$2.13M Buy
14,000
+1,446
+12% +$219K 0.9% 15
2016
Q2 		$1.82M Buy
12,554
+1,557
+14% +$223K 0.82% 16
2016
Q1 		$1.59M Buy
10,997
+505
+5% +$64.5K 0.78% 14
2015
Q4 		$1.38M Buy
10,492
+873
+9% +$117K 0.72% 14
2015
Q3 		$1.33M Buy
9,619
+2,139
+29% +$316K 0.76% 13
2015
Q2 		$1.16M Buy
7,480
+305
+4% +$49K 0.67% 15
2015
Q1 		$1.1M Buy
7,175
+1,466
+26% +$222K 0.65% 15
2014
Q4 		$876K Buy
5,709
+1,060
+23% +$169K 0.59% 16
2014
Q3 		$844K Buy
4,649
+302
+7% +$55K 0.62% 16
2014
Q2 		$753K Buy
4,347
+568
+15% +$102K 0.54% 17
2014
Q1 		$696K Sell
3,779
-599
-14% -$105K 0.5% 19
2013
Q4 		$785K Buy
+4,378
New +$755K 0.59% 17

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kays Financial Advisory's IBM Position: Q1 2020 in Review

Kays Financial Advisory sold out of IBM (IBM) in Q1 2020, closing a stake of 1,709 shares — an estimated $219K sold.

Kays Financial Advisory first reported a position in IBM in Q4 2013 and held it in 25 quarters. The position peaked at $2.95M in Q1 2017. 1,972 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • Kays Financial Advisory reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
  • Kays Financial Advisory sold 1,709 IBM shares in Q1 2020, an estimated $219K.
  • Kays Financial Advisory first reported a position in IBM in Q4 2013 and held it in 25 quarters.
  • Kays Financial Advisory's IBM position peaked at $2.95M in Q1 2017.
  • 1,972 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Kays Financial Advisory's 13F filing for Q1 2020, filed 7 May 2020.