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CBIZ Investment Advisory Services’s Kyndryl KD Stock Holding History

CBIZ Investment Advisory Services’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
-12
Closed -$275 – 493
2024
Q3 		$275 Sell
12
-13
-52% -$317 ﹤0.01% 395
2024
Q2 		$658 Hold
25
– – ﹤0.01% 377
2024
Q1 		$544 Buy
+25
New +$532 ﹤0.01% 340

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

CBIZ Investment Advisory Services's KD Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Kyndryl (KD) in Q4 2024, closing a stake of 12 shares — an estimated $275 sold.

CBIZ Investment Advisory Services first reported a position in KD in Q1 2024 and held it in 3 quarters. The position peaked at $658 in Q2 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 12 Kyndryl shares in Q4 2024, an estimated $275.
  • CBIZ Investment Advisory Services first reported a position in Kyndryl in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Kyndryl position peaked at $658 in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.