Amplius Wealth Advisors’s Kyndryl KD Stock Holding History

Amplius 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
2022 Q1	–	Sell	-622	Closed	-$11K	–	556
2021 Q4	$11K	Buy	+622	New	+$13.4K	﹤0.01%	590

Other funds holding KD

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's KD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Kyndryl (KD) in Q1 2022, closing a stake of 622 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in KD in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 603 funds tracked by Wall St. Rank hold KD as of Q1 2022.

Amplius Wealth Advisors reported no remaining Kyndryl position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 622 Kyndryl shares in Q1 2022, an estimated $11K.
Amplius Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Kyndryl position peaked at $11K in Q4 2021.
603 funds tracked by Wall St. Rank held Kyndryl as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.