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Resolute Financial’s IBM IBM Stock Holding History

Resolute Financial’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
2022
Q4 		$485K Buy
3,442
+162
+5% +$22.3K 0.41% 57
2022
Q3 		$390K Sell
3,280
-43
-1% -$5.64K 0.37% 68
2022
Q2 		$469K Buy
3,323
+148
+5% +$20K 0.41% 59
2022
Q1 		$413K Sell
3,175
-97
-3% -$12.7K 0.34% 68
2021
Q4 		$437K Buy
+3,272
New +$410K 0.33% 72

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resolute Financial's IBM Position: Q4 2022 in Review

Resolute Financial increased its IBM (IBM) stake by 4.9% in Q4 2022, buying an estimated $22.3K and bringing the position to 3,442 shares worth $485K. The position accounts for 0.41% of the portfolio, ranked #57.

Resolute Financial first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Resolute Financial held 3,442 shares of IBM worth $485K as of Q4 2022.
  • Resolute Financial bought 162 IBM shares in Q4 2022, an estimated $22.3K.
  • IBM made up 0.41% of Resolute Financial's portfolio in Q4 2022, its #57 holding.
  • Resolute Financial first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.