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Carolina Wealth Advisors’s Kyndryl KD Stock Holding History

Carolina 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
2024
Q4 		– Sell
-332
Closed -$7.63K – 327
2024
Q3 		$7.63K Hold
332
– – ﹤0.01% 184
2024
Q2 		$8.73K Hold
332
– – ﹤0.01% 145
2024
Q1 		$7.22K Hold
332
– – ﹤0.01% 157
2023
Q4 		$6.9K Hold
332
– – ﹤0.01% 172
2023
Q3 		$5.01K Hold
332
– – ﹤0.01% 189
2023
Q2 		$4.41K Hold
332
– – ﹤0.01% 190
2023
Q1 		$4.9K Hold
332
– – ﹤0.01% 182
2022
Q4 		$4K Hold
332
– – ﹤0.01% 181
2022
Q3 		$3K Sell
332
-10
-3% -$104 ﹤0.01% 194
2022
Q2 		$3K Buy
342
+10
+3% +$116 ﹤0.01% 218
2022
Q1 		$4K Hold
332
– – ﹤0.01% 217
2021
Q4 		$6K Buy
+332
New +$7.17K ﹤0.01% 202

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carolina Wealth Advisors's KD Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Kyndryl (KD) in Q4 2024, closing a stake of 332 shares — an estimated $7.63K sold.

Carolina Wealth Advisors first reported a position in KD in Q4 2021 and held it in 12 quarters. The position peaked at $8.73K in Q2 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 332 Kyndryl shares in Q4 2024, an estimated $7.63K.
  • Carolina Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 12 quarters.
  • Carolina Wealth Advisors's Kyndryl position peaked at $8.73K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.