Livelsberger Financial Advisory’s IBM IBM Stock Holding History

Livelsberger Financial Advisory’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
2024 Q1	–	Sell	-283	Closed	-$46.2K	–	93
2023 Q4	$46.2K	Buy	+283	New	+$42.8K	0.04%	164

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

Livelsberger Financial Advisory's IBM Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of IBM (IBM) in Q1 2024, closing a stake of 283 shares — an estimated $46.2K sold.

Livelsberger Financial Advisory first reported a position in IBM in Q4 2023 and held it in 1 quarter. The position peaked at $46.2K in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Livelsberger Financial Advisory reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
Livelsberger Financial Advisory sold 283 IBM shares in Q1 2024, an estimated $46.2K.
Livelsberger Financial Advisory first reported a position in IBM in Q4 2023 and held it in 1 quarter.
Livelsberger Financial Advisory's IBM position peaked at $46.2K in Q4 2023.
2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.