Sculati Wealth Management’s IBM IBM Stock Holding History

Sculati 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
2020 Q2	–	Sell	-1,999	Closed	-$212K	–	105
2020 Q1	$212K	Sell	1,999 -1,668	-45%	-$211K	0.23%	86
2019 Q4	$470K	Buy	+3,667	New	+$477K	0.42%	65

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculati Wealth Management's IBM Position: Q2 2020 in Review

Sculati Wealth Management sold out of IBM (IBM) in Q2 2020, closing a stake of 1,999 shares — an estimated $212K sold.

Sculati Wealth Management first reported a position in IBM in Q4 2019 and held it in 2 quarters. The position peaked at $470K in Q4 2019. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Sculati Wealth Management reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
Sculati Wealth Management sold 1,999 IBM shares in Q2 2020, an estimated $212K.
Sculati Wealth Management first reported a position in IBM in Q4 2019 and held it in 2 quarters.
Sculati Wealth Management's IBM position peaked at $470K in Q4 2019.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Sculati Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.