Mariner Independent Advisor Network’s IBM IBM Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$1.74M	Sell	14,673 -527	-3%	-$69.2K	0.07%	270
2022 Q2	$2.15M	Buy	15,200 +1,336	+10%	+$180K	0.09%	232
2022 Q1	$1.79M	Buy	13,864 +1,343	+11%	+$175K	0.07%	278
2021 Q4	$1.69M	Sell	12,521 -153	-1%	-$19.2K	0.08%	252
2021 Q3	$1.72M	Buy	12,674 +12	+0.1%	+$1.6K	0.08%	255
2021 Q2	$1.77M	Buy	+12,662	New	+$1.73M	0.08%	260
2018 Q2	–	Sell	-11,055	Closed	-$1.62M	–	229
2018 Q1	$1.62M	Buy	11,055 +237	+2%	+$35.9K	0.1%	161
2017 Q4	$1.59M	Buy	+10,818	New	+$1.57M	0.17%	140
2017 Q3	–	Sell	-14,213	Closed	-$2.09M	–	172
2017 Q2	$2.09M	Buy	14,213 +12,540	+750%	+$1.89M	0.3%	92
2017 Q1	$278K	Buy	+1,673	New	+$281K	0.03%	214
2015 Q1	–	Sell	-6,637	Closed	-$1.02M	–	116
2014 Q4	$1.02M	Buy	6,637 +3,873	+140%	+$616K	0.47%	50
2014 Q3	$502K	Sell	2,764 -455	-14%	-$82.9K	0.26%	60
2014 Q2	$558K	Buy	+3,219	New	+$579K	0.27%	63

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network's IBM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its IBM (IBM) stake by 3.5% in Q3 2022, selling an estimated $69.2K and leaving 14,673 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #270.

Mariner Independent Advisor Network first reported a position in IBM in Q2 2014 and has held it in 13 quarters since. The position peaked at $2.15M in Q2 2022. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

Mariner Independent Advisor Network held 14,673 shares of IBM worth $1.74M as of Q3 2022.
Mariner Independent Advisor Network sold 527 IBM shares in Q3 2022, an estimated $69.2K.
IBM made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #270 holding.
Mariner Independent Advisor Network first reported a position in IBM in Q2 2014 and has held it in 13 quarters since.
Mariner Independent Advisor Network's IBM position peaked at $2.15M in Q2 2022.
2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.