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Avion Wealth’s Kyndryl KD Stock Holding History

Avion Wealth’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
2025
Q2 		– Sell
-9
Closed – – 1394
2025
Q1 		$0 Buy
+9
New +$337 ﹤0.01% 1198
2023
Q2 		– Sell
-39
Closed – – 897
2023
Q1 		$0 Sell
39
-40
-51% -$568 ﹤0.01% 663
2022
Q4 		$0 Hold
79
– – ﹤0.01% 505
2022
Q3 		$1K Sell
79
-2
-2% -$21 ﹤0.01% 462
2022
Q2 		$1K Buy
81
+2
+3% +$23 ﹤0.01% 459
2022
Q1 		$1K Hold
79
– – ﹤0.01% 368
2021
Q4 		$1K Buy
+79
New +$1.71K ﹤0.01% 376

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Avion Wealth's KD Position: Q2 2025 in Review

Avion Wealth sold out of Kyndryl (KD) in Q2 2025, closing a stake of 9 shares.

Avion Wealth first reported a position in KD in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • Avion Wealth reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 9 Kyndryl shares in Q2 2025.
  • Avion Wealth first reported a position in Kyndryl in Q4 2021 and held it in 7 quarters.
  • Avion Wealth's Kyndryl position peaked at $1K in Q3 2022.
  • 735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.