Newport Wealth Strategies’s IBM IBM Stock Holding History

Newport Wealth Strategies’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
2020 Q2	–	Sell	-1,726	Closed	-$204K	–	90
2020 Q1	$204K	Buy	+1,726	New	+$218K	0.19%	83

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Newport Wealth Strategies's IBM Position: Q2 2020 in Review

Newport Wealth Strategies sold out of IBM (IBM) in Q2 2020, closing a stake of 1,726 shares — an estimated $204K sold.

Newport Wealth Strategies first reported a position in IBM in Q1 2020 and held it in 1 quarter. The position peaked at $204K in Q1 2020. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Newport Wealth Strategies reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
Newport Wealth Strategies sold 1,726 IBM shares in Q2 2020, an estimated $204K.
Newport Wealth Strategies first reported a position in IBM in Q1 2020 and held it in 1 quarter.
Newport Wealth Strategies's IBM position peaked at $204K in Q1 2020.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Newport Wealth Strategies's 13F filing for Q2 2020, filed 15 Jul 2020.