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Richard W. Paul & Associates’s IBM IBM Stock Holding History

Richard W. Paul & Associates’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
2023
Q4 		– Sell
-8
Closed -$1.12K – 520
2023
Q3 		$1.12K Hold
8
– – ﹤0.01% 435
2023
Q2 		$1.07K Hold
8
– – ﹤0.01% 479
2023
Q1 		$1.05K Sell
8
-6
-43% -$803 ﹤0.01% 479
2022
Q4 		$1.97K Buy
+14
New +$1.93K ﹤0.01% 426

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Richard W. Paul & Associates's IBM Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of IBM (IBM) in Q4 2023, closing a stake of 8 shares — an estimated $1.12K sold.

Richard W. Paul & Associates first reported a position in IBM in Q4 2022 and held it in 4 quarters. The position peaked at $1.97K in Q4 2022. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 8 IBM shares in Q4 2023, an estimated $1.12K.
  • Richard W. Paul & Associates first reported a position in IBM in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's IBM position peaked at $1.97K in Q4 2022.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.