KCS Wealth Advisory’s IBM IBM Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-371	Closed	-$51.6K	–	251
2019 Q3	$51.6K	Buy	+371	New	+$50K	0.04%	241

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KCS Wealth Advisory's IBM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of IBM (IBM) in Q4 2019, closing a stake of 371 shares — an estimated $51.6K sold.

KCS Wealth Advisory first reported a position in IBM in Q3 2019 and held it in 1 quarter. The position peaked at $51.6K in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

KCS Wealth Advisory reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 371 IBM shares in Q4 2019, an estimated $51.6K.
KCS Wealth Advisory first reported a position in IBM in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's IBM position peaked at $51.6K in Q3 2019.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.