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Baker Avenue Asset Management’s Kyndryl KD Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-158
Closed -$2.39K – 953
2023
Q3 		$2.39K Hold
158
– – ﹤0.01% 1094
2023
Q2 		$2.1K Hold
158
– – ﹤0.01% 976
2023
Q1 		$2.33K Sell
158
-32
-17% -$454 ﹤0.01% 962
2022
Q4 		$2.11K Buy
+190
New +$1.91K ﹤0.01% 931

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Baker Avenue Asset Management's KD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Kyndryl (KD) in Q4 2023, closing a stake of 158 shares — an estimated $2.39K sold.

Baker Avenue Asset Management first reported a position in KD in Q4 2022 and held it in 4 quarters. The position peaked at $2.39K in Q3 2023. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 158 Kyndryl shares in Q4 2023, an estimated $2.39K.
  • Baker Avenue Asset Management first reported a position in Kyndryl in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Kyndryl position peaked at $2.39K in Q3 2023.
  • 624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.