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Cassady Schiller Wealth Management’s Kyndryl KD Stock Holding History

Cassady Schiller 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
2024
Q3 		– Sell
-80
Closed -$2.1K – 472
2024
Q2 		$2.1K Hold
80
– – ﹤0.01% 393
2024
Q1 		$1.74K Buy
+80
New +$1.7K ﹤0.01% 427
2023
Q3 		– Sell
-60
Closed -$797 – 464
2023
Q2 		$797 Sell
60
-60
-50% -$812 ﹤0.01% 444
2023
Q1 		$1.77K Buy
120
+60
+100% +$851 ﹤0.01% 401
2022
Q4 		$667 Buy
+60
New +$604 ﹤0.01% 445
2022
Q1 		– Sell
-181
Closed -$3K – 358
2021
Q4 		$3K Buy
+181
New +$3.91K ﹤0.01% 378

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's KD Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of Kyndryl (KD) in Q3 2024, closing a stake of 80 shares — an estimated $2.1K sold.

Cassady Schiller Wealth Management first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Cassady Schiller Wealth Management reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 80 Kyndryl shares in Q3 2024, an estimated $2.1K.
  • Cassady Schiller Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's Kyndryl position peaked at $3K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.