OptiFour Integrated Wealth Management’s IBM IBM Stock Holding History

OptiFour Integrated Wealth 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
2019 Q4	$397K	Buy	3,101 +1	+0%	+$130	0.27%	46
2019 Q3	$431K	Sell	3,100 -364	-11%	-$49.1K	0.31%	43
2019 Q2	$457K	Buy	3,464 +2	+0.1%	+$263	0.32%	44
2019 Q1	$467K	Buy	3,462 +1	+0%	+$127	0.38%	28
2018 Q4	$376K	Sell	3,461 -407	-11%	-$48.8K	0.34%	30
2018 Q3	$559K	Buy	3,868 +2	+0.1%	+$279	0.46%	26
2018 Q2	$516K	Buy	3,866 +1	+0%	+$139	0.45%	26
2018 Q1	$567K	Sell	3,865 -104	-3%	-$15.7K	0.47%	26
2017 Q4	$582K	Buy	+3,969	New	+$577K	0.49%	30

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OptiFour Integrated Wealth Management's IBM Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its IBM (IBM) stake by 0.03% in Q4 2019, buying an estimated $130 and bringing the position to 3,101 shares worth $397K. The position accounts for 0.27% of the portfolio, ranked #46.

OptiFour Integrated Wealth Management first reported a position in IBM in Q4 2017 and has held it in 9 quarters since. The position peaked at $582K in Q4 2017. 2,076 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

OptiFour Integrated Wealth Management held 3,101 shares of IBM worth $397K as of Q4 2019.
OptiFour Integrated Wealth Management bought 1 IBM share in Q4 2019, an estimated $130.
IBM made up 0.27% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #46 holding.
OptiFour Integrated Wealth Management first reported a position in IBM in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's IBM position peaked at $582K in Q4 2017.
2,076 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.