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Wealthspire Advisors (Maryland)’s IBM IBM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.2M Sell
18,941
-7,237
-28% -$852K 0.08% 123
2020
Q2 		$3.02M Buy
26,178
+1,378
+6% +$160K 0.22% 72
2020
Q1 		$2.63M Sell
24,800
-5,982
-19% -$756K 0.23% 66
2019
Q4 		$3.94M Buy
30,782
+900
+3% +$117K 0.26% 63
2019
Q3 		$4.15M Buy
29,882
+4,038
+16% +$545K 0.3% 54
2019
Q2 		$3.41M Buy
25,844
+2
+0% +$263 0.26% 64
2019
Q1 		$3.49M Sell
25,842
-61
-0.2% -$7.78K 0.26% 61
2018
Q4 		$2.81M Sell
25,903
-684
-3% -$82.1K 0.25% 59
2018
Q3 		$3.84M Buy
26,587
+63
+0.2% +$8.8K 0.32% 47
2018
Q2 		$3.54M Sell
26,524
-1,201
-4% -$167K 0.32% 50
2018
Q1 		$4.07M Buy
27,725
+146
+0.5% +$22.1K 0.38% 44
2017
Q4 		$4.04M Buy
27,579
+4,233
+18% +$616K 0.39% 44
2017
Q3 		$3.24M Sell
23,346
-114
-0.5% -$15.9K 0.35% 46
2017
Q2 		$3.45M Buy
23,460
+9,713
+71% +$1.46M 0.41% 40
2017
Q1 		$2.29M Buy
13,747
+439
+3% +$73.6K 0.33% 50
2016
Q4 		$2.11M Buy
13,308
+275
+2% +$41.9K 0.32% 49
2016
Q3 		$1.98M Sell
13,033
-1,095
-8% -$166K 0.31% 53
2016
Q2 		$2.05M Buy
14,128
+3,552
+34% +$508K 0.34% 48
2016
Q1 		$1.53M Buy
10,576
+242
+2% +$30.9K 0.27% 64
2015
Q4 		$1.36M Buy
+10,334
New +$1.39M 0.25% 68

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wealthspire Advisors (Maryland)'s IBM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its IBM (IBM) stake by 28% in Q3 2020, selling an estimated $852K and leaving 18,941 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #123.

Wealthspire Advisors (Maryland) first reported a position in IBM in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.15M in Q3 2019. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 18,941 shares of IBM worth $2.2M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 7,237 IBM shares in Q3 2020, an estimated $852K.
  • IBM made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #123 holding.
  • Wealthspire Advisors (Maryland) first reported a position in IBM in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s IBM position peaked at $4.15M in Q3 2019.
  • 1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.