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Standard Family Office’s IBM IBM Stock Holding History

Standard Family Office’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
2022
Q4 		– Sell
-500
Closed -$59K – 204
2022
Q3 		$59K Buy
+500
New +$65.6K 0.03% 112
2021
Q3 		– Sell
-26
Closed -$4K – 284
2021
Q2 		$4K Hold
26
– – ﹤0.01% 280
2021
Q1 		$3K Sell
26
-16
-38% -$1.92K ﹤0.01% 356
2020
Q4 		$5K Buy
+42
New +$4.85K ﹤0.01% 329

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Standard Family Office's IBM Position: Q4 2022 in Review

Standard Family Office sold out of IBM (IBM) in Q4 2022, closing a stake of 500 shares — an estimated $59K sold.

Standard Family Office first reported a position in IBM in Q4 2020 and held it in 4 quarters. The position peaked at $59K in Q3 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Standard Family Office reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 500 IBM shares in Q4 2022, an estimated $59K.
  • Standard Family Office first reported a position in IBM in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's IBM position peaked at $59K in Q3 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.