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Curi Wealth Management’s Kyndryl KD Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,348
Closed -$13K – 459
2022
Q2 		$13K Hold
1,348
– – ﹤0.01% 347
2022
Q1 		$17K Sell
1,348
-1
-0.1% -$15 ﹤0.01% 300
2021
Q4 		$24K Buy
+1,349
New +$29.1K ﹤0.01% 232

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Curi Wealth Management's KD Position: Q3 2022 in Review

Curi Wealth Management sold out of Kyndryl (KD) in Q3 2022, closing a stake of 1,348 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $24K in Q4 2021. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Curi Wealth Management reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,348 Kyndryl shares in Q3 2022, an estimated $13K.
  • Curi Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Kyndryl position peaked at $24K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.