One Wealth Advisors’s IBM IBM Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-644	Closed	-$90.7K	–	380
2022 Q4	$90.7K	Buy	+644	New	+$88.8K	0.02%	305
2019 Q2	–	Sell	-645	Closed	-$87K	–	281
2019 Q1	$87K	Buy	+645	New	+$82.2K	0.07%	189
2018 Q4	–	Sell	-1,994	Closed	-$288K	–	271
2018 Q3	$288K	Sell	1,994 -818	-29%	-$114K	0.22%	88
2018 Q2	$376K	Buy	2,812 +89	+3%	+$12.4K	0.3%	56
2018 Q1	$399K	Buy	2,723 +69	+3%	+$10.4K	0.35%	38
2017 Q4	$389K	Buy	+2,654	New	+$386K	0.32%	44

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's IBM Position: Q1 2023 in Review

One Wealth Advisors sold out of IBM (IBM) in Q1 2023, closing a stake of 644 shares — an estimated $90.7K sold.

One Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 6 quarters. The position peaked at $399K in Q1 2018. 2,393 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

One Wealth Advisors reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 644 IBM shares in Q1 2023, an estimated $90.7K.
One Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's IBM position peaked at $399K in Q1 2018.
2,393 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.