NWK Group’s IBM IBM Stock Holding History

NWK Group’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 Q2	–	Sell	-523	Closed	-$67K	–	122
2021 Q1	$67K	Hold	523	–	–	0.03%	92
2020 Q4	$63K	Hold	523	–	–	0.03%	95
2020 Q3	$61K	Hold	523	–	–	0.03%	87
2020 Q2	$60K	Hold	523	–	–	0.03%	83
2020 Q1	$55K	Hold	523	–	–	0.05%	78
2019 Q4	$67K	Buy	+523	New	+$68K	0.06%	90

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWK Group's IBM Position: Q2 2021 in Review

NWK Group sold out of IBM (IBM) in Q2 2021, closing a stake of 523 shares — an estimated $67K sold.

NWK Group first reported a position in IBM in Q4 2019 and held it in 6 quarters. The position peaked at $67K in Q1 2021. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

NWK Group reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
NWK Group sold 523 IBM shares in Q2 2021, an estimated $67K.
NWK Group first reported a position in IBM in Q4 2019 and held it in 6 quarters.
NWK Group's IBM position peaked at $67K in Q1 2021.
2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on NWK Group's 13F filing for Q2 2021, filed 16 Aug 2021.