NSI Retail Advisors’s IBM IBM Stock Holding History

NSI Retail Advisors’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 Q4	–	Sell	-4,058	Closed	-$539K	–	50
2021 Q3	$539K	Hold	4,058	–	–	0.09%	36
2021 Q2	$569K	Buy	+4,058	New	+$555K	0.08%	39

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NSI Retail Advisors's IBM Position: Q4 2021 in Review

NSI Retail Advisors sold out of IBM (IBM) in Q4 2021, closing a stake of 4,058 shares — an estimated $539K sold.

NSI Retail Advisors first reported a position in IBM in Q2 2021 and held it in 2 quarters. The position peaked at $569K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

NSI Retail Advisors reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
NSI Retail Advisors sold 4,058 IBM shares in Q4 2021, an estimated $539K.
NSI Retail Advisors first reported a position in IBM in Q2 2021 and held it in 2 quarters.
NSI Retail Advisors's IBM position peaked at $569K in Q2 2021.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on NSI Retail Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.