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TRUADVICE’s IBM IBM Stock Holding History

TRUADVICE’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 		$250K Sell
1,676
-437
-21% -$62.2K 0.1% 196
2023
Q2 		$303K Sell
2,113
-188
-8% -$24.3K 0.11% 181
2023
Q1 		$291K Buy
+2,301
New +$308K 0.12% 179
2021
Q1 		– Sell
-3,590
Closed -$420K – 296
2020
Q4 		$420K Buy
3,590
+138
+4% +$15.9K 0.13% 157
2020
Q3 		$409K Buy
+3,452
New +$406K 0.17% 125

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUADVICE's IBM Position: Q3 2023 in Review

TRUADVICE reduced its IBM (IBM) stake by 21% in Q3 2023, selling an estimated $62.2K and leaving 1,676 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #196.

TRUADVICE first reported a position in IBM in Q3 2020 and has held it in 5 quarters since. The position peaked at $420K in Q4 2020. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • TRUADVICE held 1,676 shares of IBM worth $250K as of Q3 2023.
  • TRUADVICE sold 437 IBM shares in Q3 2023, an estimated $62.2K.
  • IBM made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #196 holding.
  • TRUADVICE first reported a position in IBM in Q3 2020 and has held it in 5 quarters since.
  • TRUADVICE's IBM position peaked at $420K in Q4 2020.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.