Paces Ferry Wealth Advisors’s IBM IBM Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-490	Closed	-$57K	–	582
2020 Q3	$57K	Buy	+490	New	+$57.7K	0.05%	217

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Paces Ferry Wealth Advisors's IBM Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of IBM (IBM) in Q4 2020, closing a stake of 490 shares — an estimated $57K sold.

Paces Ferry Wealth Advisors first reported a position in IBM in Q3 2020 and held it in 1 quarter. The position peaked at $57K in Q3 2020. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 490 IBM shares in Q4 2020, an estimated $57K.
Paces Ferry Wealth Advisors first reported a position in IBM in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's IBM position peaked at $57K in Q3 2020.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.