Tiedemann Advisors’s IBM IBM Stock Holding History

Tiedemann 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 Q3	$245K	Hold	1,749	–	–	0.01%	237
2023 Q2	$234K	Buy	1,749 +124	+8%	+$16K	0.01%	229
2023 Q1	$213K	Buy	+1,625	New	+$217K	0.01%	222
2020 Q2	–	Sell	-2,225	Closed	-$236K	–	302
2020 Q1	$236K	Sell	2,225 -1,798	-45%	-$227K	0.02%	261
2019 Q4	$514K	Buy	4,023 +2,092	+108%	+$272K	0.02%	212
2019 Q3	$267K	Sell	1,931 -156	-7%	-$21K	0.01%	269
2019 Q2	$275K	Sell	2,087 -1,565	-43%	-$206K	0.01%	245
2019 Q1	$492K	Sell	3,652 -1,821	-33%	-$232K	0.02%	302
2018 Q4	$593K	Buy	5,473 +1,986	+57%	+$238K	0.03%	270
2018 Q3	$503K	Hold	3,487	–	–	0.03%	228
2018 Q2	$465K	Buy	3,487 +766	+28%	+$107K	0.03%	231
2018 Q1	$399K	Hold	2,721	–	–	0.03%	216
2017 Q4	$399K	Sell	2,721 -1,995	-42%	-$290K	0.03%	170
2017 Q3	$680K	Sell	4,716 -6,375	-57%	-$888K	0.06%	181
2017 Q2	$1.63M	Buy	11,091 +1,852	+20%	+$279K	0.12%	141
2017 Q1	$1.54M	Buy	9,239 +4,933	+115%	+$827K	0.13%	137
2016 Q4	$683K	Buy	4,306 +2,099	+95%	+$320K	0.07%	182
2016 Q3	$318K	Buy	+2,207	New	+$335K	0.07%	109

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

Tiedemann Advisors's IBM Position: Q3 2023 in Review

Tiedemann Advisors held its IBM (IBM) position steady in Q3 2023 at 1,749 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #237.

Tiedemann Advisors first reported a position in IBM in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.63M in Q2 2017. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Tiedemann Advisors held 1,749 shares of IBM worth $245K as of Q3 2023.
Tiedemann Advisors left its IBM share count unchanged in Q3 2023.
IBM made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #237 holding.
Tiedemann Advisors first reported a position in IBM in Q3 2016 and has held it in 18 quarters since.
Tiedemann Advisors's IBM position peaked at $1.63M in Q2 2017.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.