Navigation Wealth Management’s IBM IBM Stock Holding History

Navigation 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
2021 Q3	–	Sell	-339	Closed	-$47K	–	121
2021 Q2	$47K	Buy	339 +29	+9%	+$3.97K	0.04%	18
2021 Q1	$39K	Buy	+310	New	+$37.1K	0.04%	22

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Navigation Wealth Management's IBM Position: Q3 2021 in Review

Navigation Wealth Management sold out of IBM (IBM) in Q3 2021, closing a stake of 339 shares — an estimated $47K sold.

Navigation Wealth Management first reported a position in IBM in Q1 2021 and held it in 2 quarters. The position peaked at $47K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Navigation Wealth Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Navigation Wealth Management sold 339 IBM shares in Q3 2021, an estimated $47K.
Navigation Wealth Management first reported a position in IBM in Q1 2021 and held it in 2 quarters.
Navigation Wealth Management's IBM position peaked at $47K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Navigation Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.