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Parkside Advisors’s IBM IBM Stock Holding History

Parkside 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
2022
Q4 		– Sell
-1,970
Closed -$234K – 83
2022
Q3 		$234K Hold
1,970
– – 0.09% 53
2022
Q2 		$278K Sell
1,970
-558
-22% -$75.3K 0.1% 49
2022
Q1 		$329K Hold
2,528
– – 0.1% 47
2021
Q4 		$338K Sell
2,528
-1,017
-29% -$128K 0.1% 51
2021
Q3 		$471K Buy
+3,545
New +$474K 0.15% 39
2016
Q2 		– Sell
-1,998
Closed -$289K – 32
2016
Q1 		$289K Buy
+1,998
New +$255K 0.2% 28

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parkside Advisors's IBM Position: Q4 2022 in Review

Parkside Advisors sold out of IBM (IBM) in Q4 2022, closing a stake of 1,970 shares — an estimated $234K sold.

Parkside Advisors first reported a position in IBM in Q1 2016 and held it in 6 quarters. The position peaked at $471K in Q3 2021. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Parkside Advisors reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Parkside Advisors sold 1,970 IBM shares in Q4 2022, an estimated $234K.
  • Parkside Advisors first reported a position in IBM in Q1 2016 and held it in 6 quarters.
  • Parkside Advisors's IBM position peaked at $471K in Q3 2021.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Parkside Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.