Winning Points Advisors’s IBM IBM Stock Holding History

Winning Points 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	–	Sell	-5,600	Closed	-$773K	–	69
2021 Q4	$773K	Buy	+5,600	New	+$702K	0.56%	35
2020 Q1	–	Sell	-7,217	Closed	-$925K	–	68
2019 Q4	$925K	Buy	7,217 +1,359	+23%	+$177K	0.59%	36
2019 Q3	$803K	Hold	5,858	–	–	0.58%	35
2019 Q2	$773K	Hold	5,858	–	–	0.56%	35
2019 Q1	$790K	Hold	5,858	–	–	0.61%	34
2018 Q4	$645K	Sell	5,858 -418	-7%	-$50.2K	0.55%	38
2018 Q3	$907K	Hold	6,276	–	–	0.67%	34
2018 Q2	$837K	Hold	6,276	–	–	0.67%	35
2018 Q1	$912K	Buy	6,276 +732	+13%	+$111K	0.74%	33
2017 Q4	$813K	Hold	5,544	–	–	0.66%	34
2017 Q3	$769K	Hold	5,544	–	–	0.66%	36
2017 Q2	$823K	Sell	5,544 -418	-7%	-$63K	0.8%	33
2017 Q1	$992K	Hold	5,962	–	–	0.97%	32
2016 Q4	$946K	Buy	+5,962	New	+$908K	1.03%	32

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winning Points Advisors's IBM Position: Q1 2022 in Review

Winning Points Advisors sold out of IBM (IBM) in Q1 2022, closing a stake of 5,600 shares — an estimated $773K sold.

Winning Points Advisors first reported a position in IBM in Q4 2016 and held it in 14 quarters. The position peaked at $992K in Q1 2017. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Winning Points Advisors reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 5,600 IBM shares in Q1 2022, an estimated $773K.
Winning Points Advisors first reported a position in IBM in Q4 2016 and held it in 14 quarters.
Winning Points Advisors's IBM position peaked at $992K in Q1 2017.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.