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NuWave Investment Management’s IBM IBM Stock Holding History

NuWave Investment 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
2022
Q3 		$469K Buy
+3,944
New +$518K 0.54% 64
2022
Q2 		– Sell
-152
Closed -$20K – 303
2022
Q1 		$20K Buy
+152
New +$19.8K 0.03% 248
2021
Q1 		– Sell
-613
Closed -$74K – 345
2020
Q4 		$74K Buy
613
+471
+332% +$54.4K 0.1% 214
2020
Q3 		$16K Sell
142
-3,334
-96% -$393K 0.02% 303
2020
Q2 		$419K Buy
+3,476
New +$404K 0.55% 56
2020
Q1 		– Sell
-6,471
Closed -$829K – 300
2019
Q4 		$829K Buy
6,471
+4,181
+183% +$543K 0.81% 25
2019
Q3 		$315K Sell
2,290
-411
-15% -$55.4K 0.31% 111
2019
Q2 		$356K Buy
2,701
+2,677
+11,154% +$352K 0.37% 88
2019
Q1 		$3K Sell
24
-2,343
-99% -$299K ﹤0.01% 355
2018
Q4 		$258K Buy
2,367
+1,568
+196% +$188K 0.44% 88
2018
Q3 		$115K Buy
799
+632
+378% +$88.3K 0.17% 167
2018
Q2 		$22K Sell
167
-6,788
-98% -$947K 0.03% 210
2018
Q1 		$1.01M Buy
6,955
+6,934
+33,019% +$1.05M 1.59% 8
2017
Q4 		$3K Buy
+21
New +$3.05K ﹤0.01% 300
2014
Q3 		– Sell
-2,570
Closed -$445K – 319
2014
Q2 		$445K Buy
2,570
+2,558
+21,317% +$460K 1.15% 12
2014
Q1 		$2K Buy
+12
New +$2.11K 0.01% 273
2013
Q4 		– Sell
-84
Closed -$15K – 320
2013
Q3 		$15K Buy
84
+55
+190% +$10K 0.01% 231
2013
Q2 		$5K Buy
+29
New +$5.65K 0.01% 287

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NuWave Investment Management's IBM Position: Q3 2022 in Review

NuWave Investment Management opened a new position in IBM (IBM) in Q3 2022: 3,944 shares worth $469K. The stake represents 0.54% of the portfolio and ranks #64 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in IBM as recently as Q1 2022.

NuWave Investment Management first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2018. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • NuWave Investment Management held 3,944 shares of IBM worth $469K as of Q3 2022.
  • IBM was a new NuWave Investment Management position in Q3 2022.
  • IBM made up 0.54% of NuWave Investment Management's portfolio in Q3 2022, its #64 holding.
  • NuWave Investment Management first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
  • NuWave Investment Management's IBM position peaked at $1.01M in Q1 2018.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.