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Ameliora Wealth Management’s Kyndryl KD Stock Holding History

Ameliora Wealth Management’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
2022
Q3 		– Sell
-1,478
Closed -$14K – 232
2022
Q2 		$14K Buy
+1,478
New +$17.2K 0.02% 39
2022
Q1 		– Sell
-1,644
Closed -$27K – 39
2021
Q4 		$27K Buy
+1,644
New +$35.5K 0.02% 31

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Ameliora Wealth Management's KD Position: Q3 2022 in Review

Ameliora Wealth Management sold out of Kyndryl (KD) in Q3 2022, closing a stake of 1,478 shares — an estimated $14K sold.

Ameliora Wealth Management first reported a position in KD in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Ameliora Wealth Management reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,478 Kyndryl shares in Q3 2022, an estimated $14K.
  • Ameliora Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 2 quarters.
  • Ameliora Wealth Management's Kyndryl position peaked at $27K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Ameliora Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.