Level Four Financial’s IBM IBM Stock Holding History

Level Four Financial’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
2021 Q3	$515K	Buy	3,881 +159	+4%	+$21.3K	0.22%	109
2021 Q2	$522K	Buy	3,722 +201	+6%	+$27.5K	0.22%	122
2021 Q1	$449K	Sell	3,521 -699	-17%	-$83.7K	0.21%	137
2020 Q4	$508K	Buy	+4,220	New	+$488K	0.22%	126

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Level Four Financial's IBM Position: Q3 2021 in Review

Level Four Financial increased its IBM (IBM) stake by 4.3% in Q3 2021, buying an estimated $21.3K and bringing the position to 3,881 shares worth $515K. The position accounts for 0.22% of the portfolio, ranked #109.

Level Four Financial first reported a position in IBM in Q4 2020 and has held it in 4 quarters since. The position peaked at $522K in Q2 2021. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Level Four Financial held 3,881 shares of IBM worth $515K as of Q3 2021.
Level Four Financial bought 159 IBM shares in Q3 2021, an estimated $21.3K.
IBM made up 0.22% of Level Four Financial's portfolio in Q3 2021, its #109 holding.
Level Four Financial first reported a position in IBM in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's IBM position peaked at $522K in Q2 2021.
2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.