My Personal CFO LLC’s IBM IBM Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-42	Closed	-$5.92K	–	407
2022 Q4	$5.92K	Buy	+42	New	+$5.79K	0.01%	348

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

My Personal CFO LLC's IBM Position: Q1 2023 in Review

My Personal CFO LLC sold out of IBM (IBM) in Q1 2023, closing a stake of 42 shares — an estimated $5.92K sold.

My Personal CFO LLC first reported a position in IBM in Q4 2022 and held it in 1 quarter. The position peaked at $5.92K in Q4 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

My Personal CFO LLC reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 42 IBM shares in Q1 2023, an estimated $5.92K.
My Personal CFO LLC first reported a position in IBM in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's IBM position peaked at $5.92K in Q4 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.