FinTrust Capital Advisors’s Kyndryl KD Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$2.8K	Sell	122 -2	-2%	-$49	﹤0.01%	1176
2024 Q2	$3.26K	Buy	124 +6	+5%	+$144	﹤0.01%	1124
2024 Q1	$2.57K	Buy	118 +70	+146%	+$1.49K	﹤0.01%	1078
2023 Q4	$998	Sell	48 -386	-89%	-$6.6K	﹤0.01%	1141
2023 Q3	$6.55K	Buy	434 +327	+306%	+$4.85K	﹤0.01%	858
2023 Q2	$1.19K	Hold	107	–	–	﹤0.01%	1086
2023 Q1	$1.19K	Hold	107	–	–	﹤0.01%	1079
2022 Q4	$1.19K	Sell	107 -53	-33%	-$533	﹤0.01%	1076
2022 Q3	$1K	Sell	160 -26	-14%	-$270	﹤0.01%	1172
2022 Q2	$2K	Hold	186	–	–	﹤0.01%	1131
2022 Q1	$3K	Sell	186 -13	-7%	-$196	﹤0.01%	1124
2021 Q4	$4K	Buy	+199	New	+$4.3K	﹤0.01%	1045

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's KD Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Kyndryl (KD) stake by 1.6% in Q3 2024, selling an estimated $49 and leaving 122 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

FinTrust Capital Advisors first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.55K in Q3 2023. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

FinTrust Capital Advisors held 122 shares of Kyndryl worth $2.8K as of Q3 2024.
FinTrust Capital Advisors sold 2 Kyndryl shares in Q3 2024, an estimated $49.
Kyndryl made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1176 holding.
FinTrust Capital Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
FinTrust Capital Advisors's Kyndryl position peaked at $6.55K in Q3 2023.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.