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Wealthstreet Investment Advisors’s IBM IBM Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$151K Hold
1,160
– – 4.07% 7
2021
Q4 		$155K Buy
1,160
+156
+16% +$19.6K 3.82% 8
2021
Q3 		$133K Sell
1,004
-2,416
-71% -$323K 3.67% 8
2021
Q2 		$480K Sell
3,420
-79,900
-96% -$10.9M 2.49% 11
2021
Q1 		$10.6M Buy
83,320
+11,087
+15% +$1.33M 1.04% 24
2020
Q4 		$8.69M Sell
72,233
-6,302
-8% -$728K 0.88% 27
2020
Q3 		$9.13M Buy
78,535
+8,734
+13% +$1.03M 1.02% 24
2020
Q2 		$8.06M Buy
69,801
+10,641
+18% +$1.24M 0.99% 23
2020
Q1 		$6.27M Sell
59,160
-6,668
-10% -$843K 0.93% 29
2019
Q4 		$8.44M Buy
65,828
+13,701
+26% +$1.78M 0.98% 26
2019
Q3 		$6.67M Buy
52,127
+18,373
+54% +$2.48M 0.85% 34
2019
Q2 		$4.45M Sell
33,754
-1,384
-4% -$182K 0.58% 47
2019
Q1 		$4.74M Sell
35,138
-1,833
-5% -$234K 0.63% 45
2018
Q4 		$4.75M Sell
36,971
-1,666
-4% -$200K 0.67% 41
2018
Q3 		$5.59M Sell
38,637
-3,063
-7% -$428K 0.69% 41
2018
Q2 		$5.57M Sell
41,700
-1,756
-4% -$245K 0.74% 35
2018
Q1 		$6.38M Buy
43,456
+1,935
+5% +$293K 0.8% 31
2017
Q4 		$6.09M Buy
+41,521
New +$6.04M 0.74% 30

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstreet Investment Advisors's IBM Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its IBM (IBM) position steady in Q1 2022 at 1,160 shares worth $151K. The position accounts for 4.07% of the portfolio, ranked #7.

Wealthstreet Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2021. 2,337 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • Wealthstreet Investment Advisors held 1,160 shares of IBM worth $151K as of Q1 2022.
  • Wealthstreet Investment Advisors left its IBM share count unchanged in Q1 2022.
  • IBM made up 4.07% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #7 holding.
  • Wealthstreet Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's IBM position peaked at $10.6M in Q1 2021.
  • 2,337 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.