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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 – 286
2019
Q1 		$87K Buy
+645
New +$82.2K 0.07% 189
2018
Q4 		– Sell
-1,994
Closed -$288K – 272
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return