Lionsbridge Wealth Management’s IBM IBM Stock Holding History

Lionsbridge Wealth Management’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	-396	Closed	-$50K	–	159
2019 Q4	$50K	Buy	+396	New	+$51.5K	0.05%	69

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

Lionsbridge Wealth Management's IBM Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of IBM (IBM) in Q1 2020, closing a stake of 396 shares — an estimated $50K sold.

Lionsbridge Wealth Management first reported a position in IBM in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Lionsbridge Wealth Management reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 396 IBM shares in Q1 2020, an estimated $50K.
Lionsbridge Wealth Management first reported a position in IBM in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's IBM position peaked at $50K in Q4 2019.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.