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Clearview Wealth Advisors’s Kyndryl KD Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-42
Closed -$558 – 383
2023
Q2 		$558 Hold
42
– – ﹤0.01% 635
2023
Q1 		$620 Hold
42
– – ﹤0.01% 604
2022
Q4 		$467 Sell
42
-5
-11% -$50 ﹤0.01% 559
2022
Q3 		$0 Hold
47
– – ﹤0.01% 606
2022
Q2 		$0 Hold
47
– – ﹤0.01% 622
2022
Q1 		$1K Buy
+47
New +$707 ﹤0.01% 563

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
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Clearview Wealth Advisors's KD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Kyndryl (KD) in Q3 2023, closing a stake of 42 shares — an estimated $558 sold.

Clearview Wealth Advisors first reported a position in KD in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 42 Kyndryl shares in Q3 2023, an estimated $558.
  • Clearview Wealth Advisors first reported a position in Kyndryl in Q1 2022 and held it in 6 quarters.
  • Clearview Wealth Advisors's Kyndryl position peaked at $1K in Q1 2022.
  • 570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.