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WealthTrust-Arizona’s IBM IBM Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$19K Buy
174
+57
+49% +$6.84K 0.01% 278
2018
Q3 		$17K Buy
117
+2
+2% +$279 0.01% 317
2018
Q2 		$15K Buy
115
+6
+6% +$837 0.01% 326
2018
Q1 		$16K Buy
109
+1
+0.9% +$151 0.01% 326
2017
Q4 		$16K Buy
108
+1
+0.9% +$145 0.01% 326
2017
Q3 		$15K Buy
107
+1
+0.9% +$139 0.01% 317
2017
Q2 		$16K Buy
106
+1
+1% +$151 0.01% 293
2017
Q1 		$17K Hold
105
– – 0.01% 290
2016
Q4 		$17K Buy
105
+1
+1% +$152 0.01% 285
2016
Q3 		$16K Buy
104
+1
+1% +$152 0.01% 286
2016
Q2 		$15K Buy
103
+2
+2% +$286 0.01% 284
2016
Q1 		$15K Sell
101
-43
-30% -$5.49K 0.01% 287
2015
Q4 		$19K Buy
144
+11
+8% +$1.48K 0.01% 269
2015
Q3 		$18K Hold
133
– – 0.01% 277
2015
Q2 		$21K Buy
133
+1
+0.8% +$161 0.01% 272
2015
Q1 		$20K Buy
132
+44
+50% +$6.67K 0.01% 283
2014
Q4 		$13K Buy
88
+12
+16% +$1.91K 0.01% 366
2014
Q3 		$14K Sell
76
-340
-82% -$61.9K 0.02% 356
2014
Q2 		$72K Sell
416
-231
-36% -$41.6K 0.08% 132
2014
Q1 		$119K Sell
647
-79
-11% -$13.9K 0.13% 84
2013
Q4 		$130K Sell
726
-467
-39% -$80.5K 0.15% 71
2013
Q3 		$211K Sell
1,193
-161
-12% -$29.3K 0.27% 45
2013
Q2 		$247K Buy
+1,354
New +$264K 0.33% 38

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthTrust-Arizona's IBM Position: Q4 2018 in Review

WealthTrust-Arizona increased its IBM (IBM) stake by 49% in Q4 2018, buying an estimated $6.84K and bringing the position to 174 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #278.

WealthTrust-Arizona first reported a position in IBM in Q2 2013 and has held it in 23 quarters since. The position peaked at $247K in Q2 2013. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • WealthTrust-Arizona held 174 shares of IBM worth $19K as of Q4 2018.
  • WealthTrust-Arizona bought 57 IBM shares in Q4 2018, an estimated $6.84K.
  • IBM made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #278 holding.
  • WealthTrust-Arizona first reported a position in IBM in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's IBM position peaked at $247K in Q2 2013.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.