Sowa Financial Group’s IBM IBM Stock Holding History

Sowa Financial 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 Q1	–	Sell	-262	Closed	-$31K	–	134
2020 Q4	$31K	Hold	262	–	–	0.02%	152
2020 Q3	$30K	Hold	262	–	–	0.02%	146
2020 Q2	$30K	Hold	262	–	–	0.02%	142
2020 Q1	$28K	Sell	262 -106	-29%	-$13.4K	0.02%	136
2019 Q4	$47K	Buy	+368	New	+$47.8K	0.04%	122

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

Sowa Financial Group's IBM Position: Q1 2021 in Review

Sowa Financial Group sold out of IBM (IBM) in Q1 2021, closing a stake of 262 shares — an estimated $31K sold.

Sowa Financial Group first reported a position in IBM in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q4 2019. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

Sowa Financial Group reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 262 IBM shares in Q1 2021, an estimated $31K.
Sowa Financial Group first reported a position in IBM in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's IBM position peaked at $47K in Q4 2019.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.