Castle Financial & Retirement Planning Associates’s Kyndryl KD Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$2K	Buy	+100	New	+$2.16K	0.01%	166

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's KD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Kyndryl (KD) in Q4 2021: 100 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

690 funds tracked by Wall St. Rank hold KD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 100 shares of Kyndryl worth $2K as of Q4 2021.
Kyndryl was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Kyndryl made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #166 holding.
690 funds tracked by Wall St. Rank held Kyndryl as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.