1WA
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180 Wealth Advisors’s Kyndryl KD Stock Holding History

180 Wealth Advisors’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
30,086
+1,265
+4% +$15.8K 0.03% 365
2026
Q1 		$378K Buy
28,821
+12,677
+79% +$223K 0.04% 320
2025
Q4 		$429K Sell
16,144
-304
-2% -$8.24K 0.05% 288
2025
Q3 		$494K Sell
16,448
-1,862
-10% -$64K 0.06% 263
2025
Q2 		$768K Sell
18,310
-2,970
-14% -$107K 0.11% 178
2025
Q1 		$668K Buy
21,280
+62
+0.3% +$2.32K 0.11% 185
2024
Q4 		$734K Hold
21,218
– – 0.12% 165
2024
Q3 		$488K Sell
21,218
-26
-0.1% -$634 0.08% 235
2024
Q2 		$559K Sell
21,244
-2,767
-12% -$66.3K 0.09% 201
2024
Q1 		$522K Sell
24,011
-1,247
-5% -$26.5K 0.09% 200
2023
Q4 		$507K Sell
25,258
-515
-2% -$8.8K 0.1% 198
2023
Q3 		$389K Buy
25,773
+204
+0.8% +$3.02K 0.09% 222
2023
Q2 		$339K Sell
25,569
-50
-0.2% -$677 0.07% 236
2023
Q1 		$378K Sell
25,619
-843
-3% -$12K 0.09% 218
2022
Q4 		$345K Sell
26,462
-1,696
-6% -$17.1K 0.08% 238
2022
Q3 		$233K Buy
28,158
+2,835
+11% +$29.5K 0.06% 296
2022
Q2 		$254K Buy
25,323
+5,325
+27% +$62K 0.06% 296
2022
Q1 		$250K Buy
19,998
+5,839
+41% +$87.9K 0.05% 314
2021
Q4 		$234K Buy
+14,159
New +$306K 0.05% 320

Other funds holding KD

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return