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BCR Wealth Strategies’s Kyndryl KD Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-824
Closed -$7K – 60
2022
Q3 		$7K Hold
824
– – 0.01% 65
2022
Q2 		$8K Hold
824
– – 0.01% 65
2022
Q1 		$11K Hold
824
– – 0.01% 64
2021
Q4 		$15K Buy
+824
New +$17.8K 0.01% 64

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BCR Wealth Strategies's KD Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Kyndryl (KD) in Q4 2022, closing a stake of 824 shares — an estimated $7K sold.

BCR Wealth Strategies first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 824 Kyndryl shares in Q4 2022, an estimated $7K.
  • BCR Wealth Strategies first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Kyndryl position peaked at $15K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.