Rockwood Wealth Management’s IBM IBM Stock Holding History

Rockwood 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
2022 Q1	–	Sell	-2,092	Closed	-$280K	–	93
2021 Q4	$280K	Buy	+2,092	New	+$262K	0.12%	94

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Rockwood Wealth Management's IBM Position: Q1 2022 in Review

Rockwood Wealth Management sold out of IBM (IBM) in Q1 2022, closing a stake of 2,092 shares — an estimated $280K sold.

Rockwood Wealth Management first reported a position in IBM in Q4 2021 and held it in 1 quarter. The position peaked at $280K in Q4 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Rockwood Wealth Management reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 2,092 IBM shares in Q1 2022, an estimated $280K.
Rockwood Wealth Management first reported a position in IBM in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's IBM position peaked at $280K in Q4 2021.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.