Evoke Wealth’s Kyndryl KD Stock Holding History

Evoke 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
2022 Q4	–	Sell	-234	Closed	-$2K	–	771
2022 Q3	$2K	Sell	234 -213	-48%	-$2.21K	﹤0.01%	1041
2022 Q2	$4K	Buy	447 +193	+76%	+$2.25K	﹤0.01%	935
2022 Q1	$3K	Sell	254 -275	-52%	-$4.14K	﹤0.01%	1000
2021 Q4	$10K	Buy	+529	New	+$11.4K	﹤0.01%	790

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Evoke Wealth's KD Position: Q4 2022 in Review

Evoke Wealth sold out of Kyndryl (KD) in Q4 2022, closing a stake of 234 shares — an estimated $2K sold.

Evoke Wealth first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

Evoke Wealth reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 234 Kyndryl shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
Evoke Wealth's Kyndryl position peaked at $10K in Q4 2021.
608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.