Castle Wealth Management’s Kyndryl KD Stock Holding History

Castle 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
2022 Q4	–	Sell	-242	Closed	-$2K	–	374
2022 Q3	$2K	Hold	242	–	–	﹤0.01%	579
2022 Q2	$2K	Buy	+242	New	+$2.82K	﹤0.01%	573

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Castle Wealth Management's KD Position: Q4 2022 in Review

Castle Wealth Management sold out of Kyndryl (KD) in Q4 2022, closing a stake of 242 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in KD in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

Castle Wealth Management reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 242 Kyndryl shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in Kyndryl in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Kyndryl position peaked at $2K in Q3 2022.
608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.