Fiduciary Alliance’s Kyndryl KD Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-3	Closed	-$40	–	585
2023 Q2	$40	Buy	+3	New	+$41	﹤0.01%	1000
2023 Q1	–	Sell	-15	Closed	-$167	–	519
2022 Q4	$167	Buy	+15	New	+$151	﹤0.01%	912

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Fiduciary Alliance's KD Position: Q3 2023 in Review

Fiduciary Alliance sold out of Kyndryl (KD) in Q3 2023, closing a stake of 3 shares — an estimated $40 sold.

Fiduciary Alliance first reported a position in KD in Q4 2022 and held it in 2 quarters. The position peaked at $167 in Q4 2022. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

Fiduciary Alliance reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 3 Kyndryl shares in Q3 2023, an estimated $40.
Fiduciary Alliance first reported a position in Kyndryl in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Kyndryl position peaked at $167 in Q4 2022.
570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.