V Wealth Advisors’s IBM IBM Stock Holding History

V 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
2021 Q4	–	Sell	-732	Closed	-$97K	–	505
2021 Q3	$97K	Buy	+732	New	+$97.9K	0.02%	493

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

V Wealth Advisors's IBM Position: Q3 2023 in Review

V Wealth Advisors sold out of IBM (IBM) in Q3 2023, closing a stake of 2,480 shares — an estimated $332K sold.

V Wealth Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters. The position peaked at $684K in Q2 2017. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

V Wealth Advisors reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,480 IBM shares in Q3 2023, an estimated $332K.
V Wealth Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters.
V Wealth Advisors's IBM position peaked at $684K in Q2 2017.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.