SYSTM Wealth Solutions’s IBM IBM Stock Holding History

SYSTM Wealth Solutions’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	-186	Closed	-$35.5K	–	808
2024 Q1	$35.5K	Buy	186 +2	+1%	+$365	﹤0.01%	636
2023 Q4	$30.2K	Buy	+184	New	+$27.8K	﹤0.01%	658

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

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 $544B AUM 28.31% 1-Year Est. Return

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

SYSTM Wealth Solutions's IBM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of IBM (IBM) in Q2 2024, closing a stake of 186 shares — an estimated $35.5K sold.

SYSTM Wealth Solutions first reported a position in IBM in Q4 2023 and held it in 2 quarters. The position peaked at $35.5K in Q1 2024. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

SYSTM Wealth Solutions reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 186 IBM shares in Q2 2024, an estimated $35.5K.
SYSTM Wealth Solutions first reported a position in IBM in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's IBM position peaked at $35.5K in Q1 2024.
2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.