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Endurance Wealth Management’s Kyndryl KD Stock Holding History

Endurance 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
2023
Q2 		$3K Sell
216
-81
-27% -$1.1K ﹤0.01% 575
2023
Q1 		$4K Hold
297
– – ﹤0.01% 560
2022
Q4 		$3K Sell
297
-434
-59% -$4.37K ﹤0.01% 563
2022
Q3 		$6K Buy
731
+56
+8% +$582 ﹤0.01% 506
2022
Q2 		$7K Hold
675
– – ﹤0.01% 512
2022
Q1 		$9K Buy
+675
New +$10.2K ﹤0.01% 521

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Endurance Wealth Management's KD Position: Q2 2023 in Review

Endurance Wealth Management reduced its Kyndryl (KD) stake by 27% in Q2 2023, selling an estimated $1.1K and leaving 216 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Endurance Wealth Management first reported a position in KD in Q1 2022 and has held it in 6 quarters since. The position peaked at $9K in Q1 2022. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • Endurance Wealth Management held 216 shares of Kyndryl worth $3K as of Q2 2023.
  • Endurance Wealth Management sold 81 Kyndryl shares in Q2 2023, an estimated $1.1K.
  • Kyndryl made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #575 holding.
  • Endurance Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 6 quarters since.
  • Endurance Wealth Management's Kyndryl position peaked at $9K in Q1 2022.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.