Lighthouse Financial Advisors’s IBM IBM Stock Holding History

Lighthouse Financial Advisors’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	-434	Closed	-$55K	–	158
2019 Q4	$55K	Buy	+434	New	+$56.4K	0.03%	123

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Lighthouse Financial Advisors's IBM Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of IBM (IBM) in Q1 2020, closing a stake of 434 shares — an estimated $55K sold.

Lighthouse Financial Advisors first reported a position in IBM in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Lighthouse Financial Advisors reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Lighthouse Financial Advisors sold 434 IBM shares in Q1 2020, an estimated $55K.
Lighthouse Financial Advisors first reported a position in IBM in Q4 2019 and held it in 1 quarter.
Lighthouse Financial Advisors's IBM position peaked at $55K in Q4 2019.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.