Ten Capital Wealth Advisors’s IBM IBM Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-41	Closed	-$5.38K	–	340
2023 Q1	$5.38K	Hold	41	–	–	﹤0.01%	415
2022 Q4	$5.78K	Sell	41 -321	-89%	-$44.3K	﹤0.01%	373
2022 Q3	$43K	Buy	362 +282	+353%	+$37K	0.02%	166
2022 Q2	$11K	Hold	80	–	–	﹤0.01%	255
2022 Q1	$10K	Hold	80	–	–	﹤0.01%	289
2021 Q4	$11K	Sell	80 -4	-5%	-$502	﹤0.01%	289
2021 Q3	$11K	Hold	84	–	–	0.01%	263
2021 Q2	$12K	Hold	84	–	–	﹤0.01%	299
2021 Q1	$10K	Hold	84	–	–	﹤0.01%	262
2020 Q4	$10K	Buy	+84	New	+$9.71K	﹤0.01%	260

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's IBM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of IBM (IBM) in Q2 2023, closing a stake of 41 shares — an estimated $5.38K sold.

Ten Capital Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 10 quarters. The position peaked at $43K in Q3 2022. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 41 IBM shares in Q2 2023, an estimated $5.38K.
Ten Capital Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's IBM position peaked at $43K in Q3 2022.
2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.