Central Valley Advisors’s Kyndryl KD Stock Holding History

Central Valley Advisors’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	-146	Closed	-$228K	–	150
2024 Q2	$228K	Buy	+146	New	+$3.5K	0.1%	126

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Central Valley Advisors's KD Position: Q3 2024 in Review

Central Valley Advisors sold out of Kyndryl (KD) in Q3 2024, closing a stake of 146 shares — an estimated $228K sold.

Central Valley Advisors first reported a position in KD in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

Central Valley Advisors reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
Central Valley Advisors sold 146 Kyndryl shares in Q3 2024, an estimated $228K.
Central Valley Advisors first reported a position in Kyndryl in Q2 2024 and held it in 1 quarter.
Central Valley Advisors's Kyndryl position peaked at $228K in Q2 2024.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.