Sage Private Wealth Group’s IBM IBM Stock Holding History

Sage Private Wealth Group’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	–	Sell	-262	Closed	-$37K	–	174
2021 Q2	$37K	Hold	262	–	–	0.05%	95
2021 Q1	$33K	Hold	262	–	–	0.06%	102
2020 Q4	$31K	Buy	+262	New	+$30.3K	0.09%	92

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

Sage Private Wealth Group's IBM Position: Q3 2021 in Review

Sage Private Wealth Group sold out of IBM (IBM) in Q3 2021, closing a stake of 262 shares — an estimated $37K sold.

Sage Private Wealth Group first reported a position in IBM in Q4 2020 and held it in 3 quarters. The position peaked at $37K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Sage Private Wealth Group reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Sage Private Wealth Group sold 262 IBM shares in Q3 2021, an estimated $37K.
Sage Private Wealth Group first reported a position in IBM in Q4 2020 and held it in 3 quarters.
Sage Private Wealth Group's IBM position peaked at $37K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Sage Private Wealth Group's 13F filing for Q3 2021, filed 2 Nov 2021.