Legacy Financial Group (Iowa)’s IBM IBM Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-119	Closed	-$16.7K	–	237
2023 Q3	$16.7K	Buy	+119	New	+$16.9K	﹤0.01%	288

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IBM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of IBM (IBM) in Q4 2023, closing a stake of 119 shares — an estimated $16.7K sold.

Legacy Financial Group (Iowa) first reported a position in IBM in Q3 2023 and held it in 1 quarter. The position peaked at $16.7K in Q3 2023. 2,679 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 119 IBM shares in Q4 2023, an estimated $16.7K.
Legacy Financial Group (Iowa) first reported a position in IBM in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s IBM position peaked at $16.7K in Q3 2023.
2,679 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.