Valley Brook Capital Group’s IBM IBM Stock Holding History

Valley Brook Capital Group’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 Q2	–	Sell	-766	Closed	-$97K	–	247
2021 Q1	$97K	Sell	766 -229	-23%	-$27.4K	0.09%	162
2020 Q4	$119K	Buy	+995	New	+$115K	0.12%	132

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Brook Capital Group's IBM Position: Q2 2021 in Review

Valley Brook Capital Group sold out of IBM (IBM) in Q2 2021, closing a stake of 766 shares — an estimated $97K sold.

Valley Brook Capital Group first reported a position in IBM in Q4 2020 and held it in 2 quarters. The position peaked at $119K in Q4 2020. 2,216 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Valley Brook Capital Group reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 766 IBM shares in Q2 2021, an estimated $97K.
Valley Brook Capital Group first reported a position in IBM in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's IBM position peaked at $119K in Q4 2020.
2,216 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.