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SVA Wealth Management’s IBM IBM Stock Holding History

SVA 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
Q4 		$483K Sell
4,016
-54
-1% -$6.24K 0.04% 169
2020
Q3 		$473K Buy
4,070
+58
+1% +$6.83K 0.05% 152
2020
Q2 		$463K Buy
4,012
+1
+0% +$116 0.05% 147
2020
Q1 		$425K Buy
4,011
+240
+6% +$30.4K 0.05% 151
2019
Q4 		$483K Sell
3,771
-66
-2% -$8.58K 0.04% 155
2019
Q3 		$533K Buy
+3,837
New +$518K 0.05% 147
2019
Q1 		– Sell
-2,412
Closed -$262K – 213
2018
Q4 		$262K Sell
2,412
-2,994
-55% -$359K 0.03% 186
2018
Q3 		$781K Sell
5,406
-221
-4% -$30.9K 0.08% 129
2018
Q2 		$752K Sell
5,627
-24,098
-81% -$3.36M 0.08% 132
2018
Q1 		$4.12M Buy
29,725
+1,404
+5% +$212K 0.51% 55
2017
Q4 		$4.15M Sell
28,321
-1,404
-5% -$204K 0.49% 55
2017
Q3 		$4.12M Sell
29,725
-1,285
-4% -$179K 0.51% 55
2017
Q2 		$4.56M Buy
31,010
+2,536
+9% +$382K 0.59% 50
2017
Q1 		$4.74M Buy
28,474
+2,964
+12% +$497K 0.64% 48
2016
Q4 		$4.05M Buy
25,510
+423
+2% +$64.4K 0.6% 51
2016
Q3 		$3.81M Hold
25,087
– – 0.59% 54
2016
Q2 		$3.64M Sell
25,087
-57
-0.2% -$8.16K 0.59% 53
2016
Q1 		$3.64M Buy
25,144
+3,662
+17% +$468K 0.6% 52
2015
Q4 		$2.83M Sell
21,482
-8,335
-28% -$1.12M 0.49% 66
2015
Q3 		$4.13M Buy
29,817
+577
+2% +$85.2K 0.77% 41
2015
Q2 		$4.55M Buy
29,240
+3,779
+15% +$607K 0.84% 43
2015
Q1 		$3.91M Buy
25,461
+23,165
+1,009% +$3.51M 0.71% 50
2014
Q4 		$352K Buy
2,296
+319
+16% +$50.8K 0.13% 139
2014
Q3 		$359K Hold
1,977
– – 0.15% 122
2014
Q2 		$343K Sell
1,977
-18
-0.9% -$3.24K 0.15% 122
2014
Q1 		$367K Sell
1,995
-15
-0.7% -$2.64K 0.17% 113
2013
Q4 		$361K Buy
+2,010
New +$347K 0.22% 100

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's IBM Position: Q4 2020 in Review

SVA Wealth Management reduced its IBM (IBM) stake by 1.3% in Q4 2020, selling an estimated $6.24K and leaving 4,016 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #169.

SVA Wealth Management first reported a position in IBM in Q4 2013 and has held it in 27 quarters since. The position peaked at $4.74M in Q1 2017. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • SVA Wealth Management held 4,016 shares of IBM worth $483K as of Q4 2020.
  • SVA Wealth Management sold 54 IBM shares in Q4 2020, an estimated $6.24K.
  • IBM made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #169 holding.
  • SVA Wealth Management first reported a position in IBM in Q4 2013 and has held it in 27 quarters since.
  • SVA Wealth Management's IBM position peaked at $4.74M in Q1 2017.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.