TPG Financial Advisors’s IBM IBM Stock Holding History

TPG Financial 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
2024 Q4	–	Sell	-1,160	Closed	-$256K	–	67
2024 Q3	$256K	Buy	+1,160	New	+$227K	0.12%	57

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TPG Financial Advisors's IBM Position: Q4 2024 in Review

TPG Financial Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 1,160 shares — an estimated $256K sold.

TPG Financial Advisors first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

TPG Financial Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
TPG Financial Advisors sold 1,160 IBM shares in Q4 2024, an estimated $256K.
TPG Financial Advisors first reported a position in IBM in Q3 2024 and held it in 1 quarter.
TPG Financial Advisors's IBM position peaked at $256K in Q3 2024.
3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on TPG Financial Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.