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WestHill Financial Advisors’s IBM IBM Stock Holding History

WestHill Financial 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
Q3 		– Sell
-1,835
Closed -$259K – 111
2022
Q2 		$259K Sell
1,835
-450
-20% -$60.7K 0.09% 48
2022
Q1 		$297K Sell
2,285
-2,612
-53% -$341K 0.09% 51
2021
Q4 		$655K Buy
+4,897
New +$614K 0.19% 33

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WestHill Financial Advisors's IBM Position: Q3 2022 in Review

WestHill Financial Advisors sold out of IBM (IBM) in Q3 2022, closing a stake of 1,835 shares — an estimated $259K sold.

WestHill Financial Advisors first reported a position in IBM in Q4 2021 and held it in 3 quarters. The position peaked at $655K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • WestHill Financial Advisors reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • WestHill Financial Advisors sold 1,835 IBM shares in Q3 2022, an estimated $259K.
  • WestHill Financial Advisors first reported a position in IBM in Q4 2021 and held it in 3 quarters.
  • WestHill Financial Advisors's IBM position peaked at $655K in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on WestHill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.