Monumental Financial Group’s IBM IBM Stock Holding History

Monumental Financial Group’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	–	Sell	-157	Closed	-$22K	–	52
2021 Q2	$22K	Buy	+157	New	+$21.5K	0.02%	61

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 $3.38T AUM 44.17% 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

Monumental Financial Group's IBM Position: Q3 2021 in Review

Monumental Financial Group sold out of IBM (IBM) in Q3 2021, closing a stake of 157 shares — an estimated $22K sold.

Monumental Financial Group first reported a position in IBM in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Monumental Financial Group reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 157 IBM shares in Q3 2021, an estimated $22K.
Monumental Financial Group first reported a position in IBM in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's IBM position peaked at $22K in Q2 2021.
2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.