Westbourne Investment Advisors’s IBM IBM Stock Holding History

Westbourne 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
2020 Q4	–	Sell	-1,883	Closed	-$219K	–	81
2020 Q3	$219K	Hold	1,883	–	–	0.25%	45
2020 Q2	$217K	Buy	+1,883	New	+$219K	0.27%	47
2020 Q1	–	Sell	-2,301	Closed	-$295K	–	89
2019 Q4	$295K	Hold	2,301	–	–	0.2%	82
2019 Q3	$320K	Buy	+2,301	New	+$310K	0.24%	78
2019 Q2	–	Sell	-1,674	Closed	-$226K	–	96
2019 Q1	$226K	Buy	+1,674	New	+$213K	0.17%	92
2018 Q4	–	Sell	-2,016	Closed	-$291K	–	115
2018 Q3	$291K	Buy	+2,016	New	+$282K	0.21%	81

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Westbourne Investment Advisors's IBM Position: Q4 2020 in Review

Westbourne Investment Advisors sold out of IBM (IBM) in Q4 2020, closing a stake of 1,883 shares — an estimated $219K sold.

Westbourne Investment Advisors first reported a position in IBM in Q3 2018 and held it in 6 quarters. The position peaked at $320K in Q3 2019. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Westbourne Investment Advisors reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Westbourne Investment Advisors sold 1,883 IBM shares in Q4 2020, an estimated $219K.
Westbourne Investment Advisors first reported a position in IBM in Q3 2018 and held it in 6 quarters.
Westbourne Investment Advisors's IBM position peaked at $320K in Q3 2019.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Westbourne Investment Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.