Rinet Company’s IBM IBM Stock Holding History

Rinet Company’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	$210K	Buy	1,579 +75	+5%	+$10K	0.04%	82
2021 Q2	$211K	Buy	+1,504	New	+$206K	0.04%	76

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

Rinet Company's IBM Position: Q3 2021 in Review

Rinet Company increased its IBM (IBM) stake by 5% in Q3 2021, buying an estimated $10K and bringing the position to 1,579 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #82.

Rinet Company first reported a position in IBM in Q2 2021 and has held it in 2 quarters since. The position peaked at $211K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Rinet Company held 1,579 shares of IBM worth $210K as of Q3 2021.
Rinet Company bought 75 IBM shares in Q3 2021, an estimated $10K.
IBM made up 0.04% of Rinet Company's portfolio in Q3 2021, its #82 holding.
Rinet Company first reported a position in IBM in Q2 2021 and has held it in 2 quarters since.
Rinet Company's IBM position peaked at $211K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.