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Cary Street Partners Investment Advisory’s Kyndryl KD Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-1,275
Closed -$19.3K – 1264
2023
Q3 		$19.3K Sell
1,275
-17
-1% -$252 ﹤0.01% 1137
2023
Q2 		$17.2K Hold
1,292
– – ﹤0.01% 1090
2023
Q1 		$19.1K Sell
1,292
-296
-19% -$4.2K ﹤0.01% 988
2022
Q4 		$17.7K Buy
+1,588
New +$16K ﹤0.01% 1009

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's KD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Kyndryl (KD) in Q4 2023, closing a stake of 1,275 shares — an estimated $19.3K sold.

Cary Street Partners Investment Advisory first reported a position in KD in Q4 2022 and held it in 4 quarters. The position peaked at $19.3K in Q3 2023. 625 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,275 Kyndryl shares in Q4 2023, an estimated $19.3K.
  • Cary Street Partners Investment Advisory first reported a position in Kyndryl in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Kyndryl position peaked at $19.3K in Q3 2023.
  • 625 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.