Concorde Financial’s Kyndryl KD Stock Holding History

Concorde Financial’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	–	Sell	-13	Closed	-$108	–	45
2022 Q4	$108	Hold	13	–	–	﹤0.01%	58
2022 Q3	$0	Hold	13	–	–	﹤0.01%	59
2022 Q2	$0	Buy	+13	New	+$151	﹤0.01%	49

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concorde Financial's KD Position: Q1 2023 in Review

Concorde Financial sold out of Kyndryl (KD) in Q1 2023, closing a stake of 13 shares — an estimated $108 sold.

Concorde Financial first reported a position in KD in Q2 2022 and held it in 3 quarters. The position peaked at $108 in Q4 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

Concorde Financial reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
Concorde Financial sold 13 Kyndryl shares in Q1 2023, an estimated $108.
Concorde Financial first reported a position in Kyndryl in Q2 2022 and held it in 3 quarters.
Concorde Financial's Kyndryl position peaked at $108 in Q4 2022.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Concorde Financial's 13F filing for Q1 2023, filed 10 May 2023.