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Clear Perspectives Financial Planning’s Kyndryl KD Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$44 Hold
3
– – ﹤0.01% 193
2022
Q4 		$33 Buy
+3
New +$30 ﹤0.01% 232
2022
Q1 		– Sell
-22
Closed – – 222
2021
Q4 		$0 Buy
+22
New +$475 ﹤0.01% 229

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Perspectives Financial Planning's KD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Kyndryl (KD) position steady in Q1 2023 at 3 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Clear Perspectives Financial Planning first reported a position in KD in Q4 2021 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • Clear Perspectives Financial Planning held 3 shares of Kyndryl worth $44 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Kyndryl share count unchanged in Q1 2023.
  • Kyndryl made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #193 holding.
  • Clear Perspectives Financial Planning first reported a position in Kyndryl in Q4 2021 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.