BOSSRA
KD icon

B.O.S.S. Retirement Advisors’s Kyndryl KD Stock Holding History

B.O.S.S. Retirement 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
2023
Q2 		– Sell
-27,103
Closed -$400K – 253
2023
Q1 		$400K Sell
27,103
-392
-1% -$5.56K 0.09% 179
2022
Q4 		$306K Buy
+27,495
New +$277K 0.08% 191

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

B.O.S.S. Retirement Advisors's KD Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Kyndryl (KD) in Q2 2023, closing a stake of 27,103 shares — an estimated $400K sold.

B.O.S.S. Retirement Advisors first reported a position in KD in Q4 2022 and held it in 2 quarters. The position peaked at $400K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 27,103 Kyndryl shares in Q2 2023, an estimated $400K.
  • B.O.S.S. Retirement Advisors first reported a position in Kyndryl in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Kyndryl position peaked at $400K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.