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Paradigm Strategies in Wealth Management’s IBM IBM Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-314
Closed -$44K – 119
2021
Q2 		$44K Hold
314
– – 0.04% 108
2021
Q1 		$40K Buy
+314
New +$37.6K 0.04% 109

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paradigm Strategies in Wealth Management's IBM Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of IBM (IBM) in Q3 2021, closing a stake of 314 shares — an estimated $44K sold.

Paradigm Strategies in Wealth Management first reported a position in IBM in Q1 2021 and held it in 2 quarters. The position peaked at $44K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 314 IBM shares in Q3 2021, an estimated $44K.
  • Paradigm Strategies in Wealth Management first reported a position in IBM in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's IBM position peaked at $44K in Q2 2021.
  • 2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.