Westover Capital Advisors’s IBM IBM Stock Holding History

Westover Capital 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 Q4	–	Sell	-24,146	Closed	-$2.87M	–	154
2022 Q3	$2.87M	Sell	24,146 -97	-0.4%	-$12.7K	1.1%	29
2022 Q2	$3.42M	Buy	+24,243	New	+$3.27M	1.26%	26
2019 Q4	–	Sell	-1,909	Closed	-$265K	–	147
2019 Q3	$265K	Hold	1,909	–	–	0.13%	116
2019 Q2	$252K	Hold	1,909	–	–	0.12%	113
2019 Q1	$258K	Buy	+1,909	New	+$243K	0.13%	109
2015 Q2	–	Sell	-1,846	Closed	-$283K	–	94
2015 Q1	$283K	Sell	1,846 -870	-32%	-$132K	0.23%	80
2014 Q4	$417K	Sell	2,716 -182	-6%	-$29K	0.36%	68
2014 Q3	$526K	Sell	2,898 -250	-8%	-$45.5K	0.43%	65
2014 Q2	$546K	Sell	3,148 -225	-7%	-$40.5K	0.46%	61
2014 Q1	$621K	Hold	3,373	–	–	0.58%	50
2013 Q4	$605K	Sell	3,373 -157	-4%	-$27.1K	0.58%	47
2013 Q3	$625K	Sell	3,530 -298	-8%	-$54.2K	0.65%	47
2013 Q2	$699K	Buy	+3,828	New	+$745K	0.69%	46

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westover Capital Advisors's IBM Position: Q4 2022 in Review

Westover Capital Advisors sold out of IBM (IBM) in Q4 2022, closing a stake of 24,146 shares — an estimated $2.87M sold.

Westover Capital Advisors first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $3.42M in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Westover Capital Advisors reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
Westover Capital Advisors sold 24,146 IBM shares in Q4 2022, an estimated $2.87M.
Westover Capital Advisors first reported a position in IBM in Q2 2013 and held it in 13 quarters.
Westover Capital Advisors's IBM position peaked at $3.42M in Q2 2022.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.