Baystate Wealth Management’s Kyndryl KD Stock Holding History

Baystate Wealth 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	$11.8K	Sell	567 -131	-19%	-$2.24K	﹤0.01%	689
2023 Q3	$10.5K	Sell	698 -113	-14%	-$1.68K	﹤0.01%	572
2023 Q2	$10.8K	Sell	811 -6	-0.7%	-$81	﹤0.01%	560
2023 Q1	$12.1K	Sell	817 -13	-2%	-$184	﹤0.01%	528
2022 Q4	$9K	Buy	830 +5	+0.6%	+$50	﹤0.01%	592
2022 Q3	$7K	Hold	825	–	–	﹤0.01%	606
2022 Q2	$8K	Sell	825 -138	-14%	-$1.61K	﹤0.01%	604
2022 Q1	$13K	Buy	+963	New	+$14.5K	﹤0.01%	528

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Baystate Wealth Management's KD Position: Q4 2023 in Review

Baystate Wealth Management reduced its Kyndryl (KD) stake by 19% in Q4 2023, selling an estimated $2.24K and leaving 567 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Baystate Wealth Management first reported a position in KD in Q1 2022 and has held it in 8 quarters since. The position peaked at $13K in Q1 2022. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

Baystate Wealth Management held 567 shares of Kyndryl worth $11.8K as of Q4 2023.
Baystate Wealth Management sold 131 Kyndryl shares in Q4 2023, an estimated $2.24K.
Kyndryl made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #689 holding.
Baystate Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 8 quarters since.
Baystate Wealth Management's Kyndryl position peaked at $13K in Q1 2022.
624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.