PCA Investment Advisory Services’s IBM IBM Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-231	Closed	-$30.9K	–	251
2023 Q2	$30.9K	Buy	+231	New	+$29.8K	0.02%	305

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA Investment Advisory Services's IBM Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of IBM (IBM) in Q3 2023, closing a stake of 231 shares — an estimated $30.9K sold.

PCA Investment Advisory Services first reported a position in IBM in Q2 2023 and held it in 1 quarter. The position peaked at $30.9K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

PCA Investment Advisory Services reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 231 IBM shares in Q3 2023, an estimated $30.9K.
PCA Investment Advisory Services first reported a position in IBM in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's IBM position peaked at $30.9K in Q2 2023.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.