Symmetry Peak Management’s IBM IBM Stock Holding History

Symmetry Peak 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 Q2	–	Sell	-13,500	Closed	-$2.58M	–	72
2024 Q1	$2.58M	Buy	+13,500	New	+$2.46M	0.77%	11
2018 Q4	–	Sell	-20,920	Closed	-$3.02M	–	86
2018 Q3	$3.02M	Buy	+20,920	New	+$2.92M	1.07%	16

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symmetry Peak Management's IBM Position: Q2 2024 in Review

Symmetry Peak Management sold out of IBM (IBM) in Q2 2024, closing a stake of 390 shares — an estimated $74.5K sold.

Symmetry Peak Management first reported a position in IBM in Q1 2024 and held it in 1 quarter. The position peaked at $74.5K in Q1 2024. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Symmetry Peak Management reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Symmetry Peak Management sold 390 IBM shares in Q2 2024, an estimated $74.5K.
Symmetry Peak Management first reported a position in IBM in Q1 2024 and held it in 1 quarter.
Symmetry Peak Management's IBM position peaked at $74.5K in Q1 2024.
2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Symmetry Peak Management's 13F filing for Q2 2024, filed 14 Aug 2024.