Royal Harbor Partners’s IBM IBM Stock Holding History

Royal Harbor Partners’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 Q1	–	Sell	-17,207	Closed	-$2.42M	–	85
2022 Q4	$2.42M	Sell	17,207 -1,271	-7%	-$175K	1.5%	21
2022 Q3	$2.19M	Sell	18,478 -733	-4%	-$96.2K	1.5%	22
2022 Q2	$2.71M	Buy	+19,211	New	+$2.59M	1.85%	15

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Royal Harbor Partners's IBM Position: Q1 2023 in Review

Royal Harbor Partners sold out of IBM (IBM) in Q1 2023, closing a stake of 17,207 shares — an estimated $2.42M sold.

Royal Harbor Partners first reported a position in IBM in Q2 2022 and held it in 3 quarters. The position peaked at $2.71M in Q2 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Royal Harbor Partners reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Royal Harbor Partners sold 17,207 IBM shares in Q1 2023, an estimated $2.42M.
Royal Harbor Partners first reported a position in IBM in Q2 2022 and held it in 3 quarters.
Royal Harbor Partners's IBM position peaked at $2.71M in Q2 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Royal Harbor Partners's 13F filing for Q1 2023, filed 24 Apr 2023.