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Vantage Financial Partners (Illinois)’s IBM IBM Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q1 		– Sell
-6,580
Closed -$1.08M – 110
2023
Q4 		$1.08M Buy
6,580
+175
+3% +$26.4K 0.33% 53
2023
Q3 		$899K Sell
6,405
-750
-10% -$107K 0.52% 39
2023
Q2 		$957K Hold
7,155
– – 0.53% 38
2023
Q1 		$938K Sell
7,155
-1,675
-19% -$224K 0.55% 40
2022
Q4 		$1.24M Hold
8,830
– – 0.72% 38
2022
Q3 		$1.05M Hold
8,830
– – 0.68% 32
2022
Q2 		$1.25M Buy
8,830
+975
+12% +$132K 0.74% 29
2022
Q1 		$1.02M Buy
7,855
+550
+8% +$71.7K 0.53% 39
2021
Q4 		$976K Sell
7,305
-3,056
-29% -$383K 0.49% 38
2021
Q3 		$1.38M Sell
10,361
-523
-5% -$69.9K 0.73% 26
2021
Q2 		$1.52M Hold
10,884
– – 0.85% 21
2021
Q1 		$1.39M Hold
10,884
– – 0.78% 24
2020
Q4 		$1.31M Sell
10,884
-1,103
-9% -$127K 0.76% 26
2020
Q3 		$1.39M Hold
11,987
– – 0.85% 25
2020
Q2 		$1.38M Hold
11,987
– – 0.87% 19
2020
Q1 		$1.27M Buy
11,987
+157
+1% +$19.9K 0.92% 17
2019
Q4 		$1.52M Buy
11,830
+889
+8% +$116K 0.89% 19
2019
Q3 		$1.52M Buy
10,941
+2,667
+32% +$360K 1.01% 17
2019
Q2 		$1.09M Buy
8,274
+314
+4% +$41.3K 0.7% 23
2019
Q1 		$1.07M Buy
7,960
+10
+0.1% +$1.27K 0.71% 22
2018
Q4 		$864K Sell
7,950
-795
-9% -$95.4K 0.63% 26
2018
Q3 		$1.26M Hold
8,745
– – 0.81% 23
2018
Q2 		$1.17M Buy
8,745
+837
+11% +$117K 0.77% 24
2018
Q1 		$1.16M Buy
7,908
+5,962
+306% +$902K 0.79% 18
2017
Q4 		$288K Buy
+1,946
New +$283K 0.19% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
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

Vantage Financial Partners (Illinois)'s IBM Position: Q1 2024 in Review

Vantage Financial Partners (Illinois) sold out of IBM (IBM) in Q1 2024, closing a stake of 6,580 shares — an estimated $1.08M sold.

Vantage Financial Partners (Illinois) first reported a position in IBM in Q4 2017 and held it in 25 quarters. The position peaked at $1.52M in Q2 2021. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Vantage Financial Partners (Illinois) reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 6,580 IBM shares in Q1 2024, an estimated $1.08M.
  • Vantage Financial Partners (Illinois) first reported a position in IBM in Q4 2017 and held it in 25 quarters.
  • Vantage Financial Partners (Illinois)'s IBM position peaked at $1.52M in Q2 2021.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2024, filed 14 May 2024.