Private Wealth Advisors (Pennsylvania)’s IBM IBM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019 Q4	–	Sell	-1,937	Closed	-$269K	–	136
2019 Q3	$269K	Sell	1,937 -177	-8%	-$23.9K	0.14%	118
2019 Q2	$279K	Buy	+2,114	New	+$278K	0.1%	122
2015 Q3	–	Sell	-1,425	Closed	-$222K	–	134
2015 Q2	$222K	Hold	1,425	–	–	0.1%	131
2015 Q1	$219K	Sell	1,425 -177	-11%	-$26.8K	0.1%	130
2014 Q4	$246K	Sell	1,602 -495	-24%	-$78.8K	0.12%	115
2014 Q3	$381K	Sell	2,097 -423	-17%	-$77.1K	0.2%	91
2014 Q2	$437K	Sell	2,520 -16	-0.6%	-$2.88K	0.22%	89
2014 Q1	$467K	Buy	2,536 +30	+1%	+$5.28K	0.25%	86
2013 Q4	$449K	Hold	2,506	–	–	0.25%	85
2013 Q3	$444K	Sell	2,506 -74	-3%	-$13.4K	0.26%	81
2013 Q2	$471K	Buy	+2,580	New	+$502K	0.29%	77

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IBM Position: Q4 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of IBM (IBM) in Q4 2019, closing a stake of 1,937 shares — an estimated $269K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $471K in Q2 2013. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Private Wealth Advisors (Pennsylvania) reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 1,937 IBM shares in Q4 2019, an estimated $269K.
Private Wealth Advisors (Pennsylvania) first reported a position in IBM in Q2 2013 and held it in 11 quarters.
Private Wealth Advisors (Pennsylvania)'s IBM position peaked at $471K in Q2 2013.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 11 Feb 2020.