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Straight Path Wealth Management’s IBM IBM Stock Holding History

Straight Path 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
2024
Q1 		– Sell
-6,780
Closed -$1.11M – 94
2023
Q4 		$1.11M Sell
6,780
-106
-2% -$16K 0.65% 20
2023
Q3 		$966K Buy
6,886
+200
+3% +$28.5K 0.66% 20
2023
Q2 		$895K Sell
6,686
-3
-0% -$387 0.61% 22
2023
Q1 		$877K Buy
6,689
+3
+0% +$401 0.7% 22
2022
Q4 		$942K Hold
6,686
– – 0.9% 20
2022
Q3 		$794K Buy
6,686
+500
+8% +$65.6K 0.71% 29
2022
Q2 		$873K Hold
6,186
– – 0.86% 28
2022
Q1 		$804K Hold
6,186
– – 0.68% 24
2021
Q4 		$827K Buy
+6,186
New +$776K 0.72% 23

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Straight Path Wealth Management's IBM Position: Q1 2024 in Review

Straight Path Wealth Management sold out of IBM (IBM) in Q1 2024, closing a stake of 6,780 shares — an estimated $1.11M sold.

Straight Path Wealth Management first reported a position in IBM in Q4 2021 and held it in 9 quarters. The position peaked at $1.11M in Q4 2023. 2,806 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Straight Path Wealth Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 6,780 IBM shares in Q1 2024, an estimated $1.11M.
  • Straight Path Wealth Management first reported a position in IBM in Q4 2021 and held it in 9 quarters.
  • Straight Path Wealth Management's IBM position peaked at $1.11M in Q4 2023.
  • 2,806 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Straight Path Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.