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Balboa Wealth Partners’s Kyndryl KD Stock Holding History

Balboa Wealth Partners’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
2024
Q2 		– Sell
-11,861
Closed -$258K – 322
2024
Q1 		$258K Buy
+11,861
New +$252K 0.08% 184

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Balboa Wealth Partners's KD Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Kyndryl (KD) in Q2 2024, closing a stake of 11,861 shares — an estimated $258K sold.

Balboa Wealth Partners first reported a position in KD in Q1 2024 and held it in 1 quarter. The position peaked at $258K in Q1 2024. 662 funds tracked by Wall St. Rank hold KD as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Kyndryl position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,861 Kyndryl shares in Q2 2024, an estimated $258K.
  • Balboa Wealth Partners first reported a position in Kyndryl in Q1 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Kyndryl position peaked at $258K in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.