Cowen Prime Advisors’s Kyndryl KD Stock Holding History

Cowen Prime 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 Q2	$498K	Buy	37,480 +1,000	+3%	+$13.5K	0.17%	58
2023 Q1	$528K	Buy	36,480 +1,760	+5%	+$25K	0.21%	59
2022 Q4	$386K	Buy	34,720 +33,860	+3,937%	+$341K	0.16%	62
2022 Q3	$7K	Hold	860	–	–	﹤0.01%	154
2022 Q2	$8K	Hold	860	–	–	﹤0.01%	156
2022 Q1	$11K	Hold	860	–	–	﹤0.01%	155
2021 Q4	$16K	Buy	+860	New	+$18.6K	0.01%	146

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cowen Prime Advisors's KD Position: Q2 2023 in Review

Cowen Prime Advisors increased its Kyndryl (KD) stake by 2.7% in Q2 2023, buying an estimated $13.5K and bringing the position to 37,480 shares worth $498K. The position accounts for 0.17% of the portfolio, ranked #58.

Cowen Prime Advisors first reported a position in KD in Q4 2021 and has held it in 7 quarters since. The position peaked at $528K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

Cowen Prime Advisors held 37,480 shares of Kyndryl worth $498K as of Q2 2023.
Cowen Prime Advisors bought 1,000 Kyndryl shares in Q2 2023, an estimated $13.5K.
Kyndryl made up 0.17% of Cowen Prime Advisors's portfolio in Q2 2023, its #58 holding.
Cowen Prime Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 7 quarters since.
Cowen Prime Advisors's Kyndryl position peaked at $528K in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.