PRW Wealth Management’s IBM IBM Stock Holding History

PRW Wealth Management’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	-2,069	Closed	-$290K	–	177
2021 Q2	$290K	Buy	+2,069	New	+$283K	0.09%	216
2019 Q2	–	Sell	-175	Closed	-$23K	–	345
2019 Q1	$23K	Hold	175	–	–	0.02%	224
2018 Q4	$18K	Buy	+175	New	+$21K	0.02%	239

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

PRW Wealth Management's IBM Position: Q3 2021 in Review

PRW Wealth Management sold out of IBM (IBM) in Q3 2021, closing a stake of 2,069 shares — an estimated $290K sold.

PRW Wealth Management first reported a position in IBM in Q4 2018 and held it in 3 quarters. The position peaked at $290K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

PRW Wealth Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 2,069 IBM shares in Q3 2021, an estimated $290K.
PRW Wealth Management first reported a position in IBM in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's IBM position peaked at $290K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.