BWA
KD icon

BDO Wealth Advisors’s Kyndryl KD Stock Holding History

BDO Wealth 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 		$1.21K Hold
91
– – ﹤0.01% 888
2023
Q1 		$1.34K Sell
91
-35
-28% -$497 ﹤0.01% 934
2022
Q4 		$1.4K Sell
126
-15
-11% -$151 ﹤0.01% 886
2022
Q3 		$1K Sell
141
-17
-11% -$177 ﹤0.01% 981
2022
Q2 		$2K Sell
158
-6
-4% -$70 ﹤0.01% 903
2022
Q1 		$2K Sell
164
-40
-20% -$602 ﹤0.01% 932
2021
Q4 		$4K Buy
+204
New +$4.4K ﹤0.01% 867

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

BDO Wealth Advisors's KD Position: Q2 2023 in Review

BDO Wealth Advisors held its Kyndryl (KD) position steady in Q2 2023 at 91 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

BDO Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 7 quarters since. The position peaked at $4K in Q4 2021. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • BDO Wealth Advisors held 91 shares of Kyndryl worth $1.21K as of Q2 2023.
  • BDO Wealth Advisors left its Kyndryl share count unchanged in Q2 2023.
  • Kyndryl made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #888 holding.
  • BDO Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Kyndryl position peaked at $4K in Q4 2021.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.