First National Bank of South Miami’s Kyndryl KD Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-15	Closed	–	–	271
2022 Q4	$0	Sell	15 -100	-87%	-$1.01K	﹤0.01%	272
2022 Q3	$0	Sell	115 -106	-48%	-$1.1K	﹤0.01%	283
2022 Q2	$2K	Buy	+221	New	+$2.57K	﹤0.01%	290
2022 Q1	–	Sell	-354	Closed	-$6K	–	352
2021 Q4	$6K	Buy	+354	New	+$7.64K	﹤0.01%	319

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First National Bank of South Miami's KD Position: Q1 2023 in Review

First National Bank of South Miami sold out of Kyndryl (KD) in Q1 2023, closing a stake of 15 shares.

First National Bank of South Miami first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 584 funds tracked by Wall St. Rank hold KD as of Q1 2023.

First National Bank of South Miami reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 15 Kyndryl shares in Q1 2023.
First National Bank of South Miami first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
First National Bank of South Miami's Kyndryl position peaked at $6K in Q4 2021.
584 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.