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Kore Private Wealth’s IBM IBM Stock Holding History

Kore Private Wealth’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
2022
Q3 		$1.23M Sell
10,330
-507
-5% -$66.5K 0.22% 70
2022
Q2 		$1.53M Sell
10,837
-114
-1% -$15.4K 0.24% 78
2022
Q1 		$1.42M Sell
10,951
-89
-0.8% -$11.6K 0.18% 90
2021
Q4 		$1.48M Sell
11,040
-3,308
-23% -$415K 0.18% 86
2021
Q3 		$1.91M Buy
14,348
+944
+7% +$126K 0.2% 89
2021
Q2 		$1.88M Buy
13,404
+195
+1% +$26.7K 0.21% 84
2021
Q1 		$1.68M Buy
13,209
+661
+5% +$79.1K 0.23% 80
2020
Q4 		$1.51M Buy
12,548
+395
+3% +$45.7K 0.23% 69
2020
Q3 		$1.41M Buy
12,153
+674
+6% +$79.4K 0.27% 68
2020
Q2 		$1.32M Sell
11,479
-9
-0.1% -$1.04K 0.27% 69
2020
Q1 		$1.22M Buy
11,488
+376
+3% +$47.5K 0.29% 67
2019
Q4 		$1.42M Buy
11,112
+939
+9% +$122K 0.27% 73
2019
Q3 		$1.4M Sell
10,173
-90
-0.9% -$12.1K 0.31% 66
2019
Q2 		$1.35M Buy
10,263
+90
+0.9% +$11.8K 0.31% 71
2019
Q1 		$1.37M Sell
10,173
-14
-0.1% -$1.78K 0.31% 68
2018
Q4 		$1.11M Buy
+10,187
New +$1.22M 0.3% 69

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kore Private Wealth's IBM Position: Q3 2022 in Review

Kore Private Wealth reduced its IBM (IBM) stake by 4.7% in Q3 2022, selling an estimated $66.5K and leaving 10,330 shares worth $1.23M. The position accounts for 0.22% of the portfolio, ranked #70.

Kore Private Wealth first reported a position in IBM in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.91M in Q3 2021. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Kore Private Wealth held 10,330 shares of IBM worth $1.23M as of Q3 2022.
  • Kore Private Wealth sold 507 IBM shares in Q3 2022, an estimated $66.5K.
  • IBM made up 0.22% of Kore Private Wealth's portfolio in Q3 2022, its #70 holding.
  • Kore Private Wealth first reported a position in IBM in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's IBM position peaked at $1.91M in Q3 2021.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.