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NorthLanding Financial Partners’s IBM IBM Stock Holding History

NorthLanding Financial Partners’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
-2,472
Closed -$324K – 46
2023
Q1 		$324K Sell
2,472
-141
-5% -$18.9K 0.23% 51
2022
Q4 		$368K Buy
2,613
+43
+2% +$5.93K 0.26% 50
2022
Q3 		$305K Buy
+2,570
New +$337K 0.24% 51

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
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NorthLanding Financial Partners's IBM Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of IBM (IBM) in Q2 2023, closing a stake of 2,472 shares — an estimated $324K sold.

NorthLanding Financial Partners first reported a position in IBM in Q3 2022 and held it in 3 quarters. The position peaked at $368K in Q4 2022. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • NorthLanding Financial Partners reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
  • NorthLanding Financial Partners sold 2,472 IBM shares in Q2 2023, an estimated $324K.
  • NorthLanding Financial Partners first reported a position in IBM in Q3 2022 and held it in 3 quarters.
  • NorthLanding Financial Partners's IBM position peaked at $368K in Q4 2022.
  • 2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.