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BerganKDV Wealth Management’s Kyndryl KD Stock Holding History

BerganKDV 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
Q2 		$1.71K Hold
129
– – ﹤0.01% 704
2023
Q1 		$1.91K Sell
129
-385
-75% -$5.46K ﹤0.01% 835
2022
Q4 		$5.72K Buy
514
+37
+8% +$372 ﹤0.01% 654
2022
Q3 		$4K Sell
477
-268
-36% -$2.79K ﹤0.01% 714
2022
Q2 		$7K Hold
745
– – ﹤0.01% 643
2022
Q1 		$10K Sell
745
-92
-11% -$1.39K ﹤0.01% 612
2021
Q4 		$15K Buy
+837
New +$18.1K ﹤0.01% 586

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

BerganKDV Wealth Management's KD Position: Q2 2023 in Review

BerganKDV Wealth Management held its Kyndryl (KD) position steady in Q2 2023 at 129 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

BerganKDV Wealth Management first reported a position in KD in Q4 2021 and has held it in 7 quarters since. The position peaked at $15K in Q4 2021. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • BerganKDV Wealth Management held 129 shares of Kyndryl worth $1.71K as of Q2 2023.
  • BerganKDV Wealth Management left its Kyndryl share count unchanged in Q2 2023.
  • Kyndryl made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #704 holding.
  • BerganKDV Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 7 quarters since.
  • BerganKDV Wealth Management's Kyndryl position peaked at $15K in Q4 2021.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.