Confluence Wealth Services’s Kyndryl KD Stock Holding History

Confluence Wealth 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
2022 Q1	–	Sell	-3,722	Closed	-$67K	–	720
2021 Q4	$67K	Buy	+3,722	New	+$80.3K	0.02%	397

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Confluence Wealth Services's KD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Kyndryl (KD) in Q1 2022, closing a stake of 3,722 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in KD in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 603 funds tracked by Wall St. Rank hold KD as of Q1 2022.

Confluence Wealth Services reported no remaining Kyndryl position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 3,722 Kyndryl shares in Q1 2022, an estimated $67K.
Confluence Wealth Services first reported a position in Kyndryl in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Kyndryl position peaked at $67K in Q4 2021.
603 funds tracked by Wall St. Rank held Kyndryl as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.