NinePointTwo Capital’s IBM IBM Stock Holding History

NinePointTwo Capital’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 Q2	–	Sell	-2,048	Closed	-$268K	–	290
2023 Q1	$268K	Buy	+2,048	New	+$274K	0.1%	81

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NinePointTwo Capital's IBM Position: Q2 2023 in Review

NinePointTwo Capital sold out of IBM (IBM) in Q2 2023, closing a stake of 2,048 shares — an estimated $268K sold.

NinePointTwo Capital first reported a position in IBM in Q1 2023 and held it in 1 quarter. The position peaked at $268K in Q1 2023. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

NinePointTwo Capital reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
NinePointTwo Capital sold 2,048 IBM shares in Q2 2023, an estimated $268K.
NinePointTwo Capital first reported a position in IBM in Q1 2023 and held it in 1 quarter.
NinePointTwo Capital's IBM position peaked at $268K in Q1 2023.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on NinePointTwo Capital's 13F filing for Q2 2023, filed 14 Aug 2023.