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USCA RIA’s IBM IBM Stock Holding History

USCA RIA’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
2015
Q4 		– Sell
-209
Closed -$1K – 376
2015
Q3 		$1K Buy
+209
New +$30.9K ﹤0.01% 362

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USCA RIA's IBM Position: Q2 2021 in Review

USCA RIA increased its IBM (IBM) stake by 5.9% in Q2 2021, buying an estimated $662K and bringing the position to 87,561 shares worth $12.3M. The position accounts for 0.74% of the portfolio, ranked #27.

USCA RIA first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • USCA RIA held 87,561 shares of IBM worth $12.3M as of Q2 2021.
  • USCA RIA bought 4,843 IBM shares in Q2 2021, an estimated $662K.
  • IBM made up 0.74% of USCA RIA's portfolio in Q2 2021, its #27 holding.
  • USCA RIA first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.