Peterson Wealth Advisors’s IBM IBM Stock Holding History

Peterson 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
2021 Q2	–	Sell	-1,923	Closed	-$245K	–	54
2021 Q1	$245K	Buy	+1,923	New	+$230K	0.1%	46

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 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

Peterson Wealth Advisors's IBM Position: Q2 2021 in Review

Peterson Wealth Advisors sold out of IBM (IBM) in Q2 2021, closing a stake of 1,923 shares — an estimated $245K sold.

Peterson Wealth Advisors first reported a position in IBM in Q1 2021 and held it in 1 quarter. The position peaked at $245K in Q1 2021. 2,216 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Peterson Wealth Advisors reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Peterson Wealth Advisors sold 1,923 IBM shares in Q2 2021, an estimated $245K.
Peterson Wealth Advisors first reported a position in IBM in Q1 2021 and held it in 1 quarter.
Peterson Wealth Advisors's IBM position peaked at $245K in Q1 2021.
2,216 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Peterson Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.