CreativeOne Wealth’s Kyndryl KD Stock Holding History

CreativeOne Wealth’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	–	Sell	-10,693	Closed	-$158K	–	865
2023 Q1	$158K	Sell	10,693 -47	-0.4%	-$667	0.01%	764
2022 Q4	$119K	Sell	10,740 -158	-1%	-$1.59K	0.01%	715
2022 Q3	$90K	Buy	10,898 +80	+0.7%	+$832	0.01%	683
2022 Q2	$106K	Buy	+10,818	New	+$126K	0.01%	699

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

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

Greenlight Capital New York $2.05B AUM 78.75% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CreativeOne Wealth's KD Position: Q2 2023 in Review

CreativeOne Wealth sold out of Kyndryl (KD) in Q2 2023, closing a stake of 10,693 shares — an estimated $158K sold.

CreativeOne Wealth first reported a position in KD in Q2 2022 and held it in 4 quarters. The position peaked at $158K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

CreativeOne Wealth reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
CreativeOne Wealth sold 10,693 Kyndryl shares in Q2 2023, an estimated $158K.
CreativeOne Wealth first reported a position in Kyndryl in Q2 2022 and held it in 4 quarters.
CreativeOne Wealth's Kyndryl position peaked at $158K in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.