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Vahanian & Associates Financial Planning’s IBM IBM Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-1,446
Closed -$204K – 76
2022
Q4 		$204K Buy
+1,446
New +$199K 0.67% 56
2022
Q1 		– Sell
-2,589
Closed -$346K – 105
2021
Q4 		$346K Buy
+2,589
New +$325K 0.28% 104

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vahanian & Associates Financial Planning's IBM Position: Q1 2023 in Review

Vahanian & Associates Financial Planning sold out of IBM (IBM) in Q1 2023, closing a stake of 1,446 shares — an estimated $204K sold.

Vahanian & Associates Financial Planning first reported a position in IBM in Q4 2021 and held it in 2 quarters. The position peaked at $346K in Q4 2021. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Vahanian & Associates Financial Planning reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,446 IBM shares in Q1 2023, an estimated $204K.
  • Vahanian & Associates Financial Planning first reported a position in IBM in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's IBM position peaked at $346K in Q4 2021.
  • 2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2023, filed 18 Apr 2023.