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Belpointe Asset Management’s Kyndryl KD Stock Holding History

Belpointe 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
Q2 		– Sell
-1,577
Closed -$23.3K – 2046
2023
Q1 		$23.3K Sell
1,577
-404
-20% -$5.73K ﹤0.01% 2226
2022
Q4 		$22K Buy
+1,981
New +$19.9K ﹤0.01% 2111

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

Belpointe Asset Management's KD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Kyndryl (KD) in Q2 2023, closing a stake of 1,577 shares — an estimated $23.3K sold.

Belpointe Asset Management first reported a position in KD in Q4 2022 and held it in 2 quarters. The position peaked at $23.3K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,577 Kyndryl shares in Q2 2023, an estimated $23.3K.
  • Belpointe Asset Management first reported a position in Kyndryl in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Kyndryl position peaked at $23.3K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.