Personal Wealth Partners’s IBM IBM Stock Holding History

Personal Wealth Partners’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	-1,113	Closed	-$156K	–	214
2021 Q2	$156K	Buy	+1,113	New	+$152K	0.06%	90
2020 Q1	–	Sell	-1,065	Closed	-$136K	–	295
2019 Q4	$136K	Hold	1,065	–	–	0.06%	89
2019 Q3	$148K	Sell	1,065 -22	-2%	-$2.97K	0.07%	79
2019 Q2	$143K	Buy	+1,087	New	+$143K	0.07%	72

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

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

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

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

Personal Wealth Partners's IBM Position: Q3 2021 in Review

Personal Wealth Partners sold out of IBM (IBM) in Q3 2021, closing a stake of 1,113 shares — an estimated $156K sold.

Personal Wealth Partners first reported a position in IBM in Q2 2019 and held it in 4 quarters. The position peaked at $156K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Personal Wealth Partners reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,113 IBM shares in Q3 2021, an estimated $156K.
Personal Wealth Partners first reported a position in IBM in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's IBM position peaked at $156K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.