Rollins Financial’s IBM IBM Stock Holding History

Rollins 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
2021 Q2	–	Sell	-1,793	Closed	-$228K	–	108
2021 Q1	$228K	Sell	1,793 -358	-17%	-$42.8K	0.1%	87
2020 Q4	$259K	Buy	+2,151	New	+$249K	0.12%	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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rollins Financial's IBM Position: Q2 2021 in Review

Rollins Financial sold out of IBM (IBM) in Q2 2021, closing a stake of 1,793 shares — an estimated $228K sold.

Rollins Financial first reported a position in IBM in Q4 2020 and held it in 2 quarters. The position peaked at $259K in Q4 2020. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Rollins Financial reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Rollins Financial sold 1,793 IBM shares in Q2 2021, an estimated $228K.
Rollins Financial first reported a position in IBM in Q4 2020 and held it in 2 quarters.
Rollins Financial's IBM position peaked at $259K in Q4 2020.
2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Rollins Financial's 13F filing for Q2 2021, filed 4 Aug 2021.