Sound View Wealth Advisors’s IBM IBM Stock Holding History

Sound View Wealth Advisors’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
2019 Q1	$3.44M	Sell	25,472 -1,410	-5%	-$180K	1.08%	27
2018 Q4	$2.92M	Buy	+26,882	New	+$3.23M	1.06%	26

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sound View Wealth Advisors's IBM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its IBM (IBM) stake by 5.2% in Q1 2019, selling an estimated $180K and leaving 25,472 shares worth $3.44M. The position accounts for 1.08% of the portfolio, ranked #27.

Sound View Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 2 quarters since. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Sound View Wealth Advisors held 25,472 shares of IBM worth $3.44M as of Q1 2019.
Sound View Wealth Advisors sold 1,410 IBM shares in Q1 2019, an estimated $180K.
IBM made up 1.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #27 holding.
Sound View Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 2 quarters since.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.