First Personal Financial Services’s Kyndryl KD Stock Holding History

First Personal Financial Services’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	$345	Hold	15	–	–	﹤0.01%	421
2024 Q2	$395	Sell	15 -5	-25%	-$120	﹤0.01%	350
2024 Q1	$436	Hold	20	–	–	﹤0.01%	352
2023 Q4	$416	Hold	20	–	–	﹤0.01%	370
2023 Q3	$302	Hold	20	–	–	﹤0.01%	378
2023 Q2	$266	Hold	20	–	–	﹤0.01%	375
2023 Q1	$296	Sell	20 -24	-55%	-$341	﹤0.01%	398
2022 Q4	$489	Sell	44 -115	-72%	-$1.16K	﹤0.01%	386
2022 Q3	$1K	Buy	159 +79	+99%	+$822	﹤0.01%	418
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	324
2022 Q1	$1K	Sell	80 -189	-70%	-$2.85K	﹤0.01%	327
2021 Q4	$5K	Buy	+269	New	+$5.81K	﹤0.01%	314

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

First Personal Financial Services's KD Position: Q3 2024 in Review

First Personal Financial Services held its Kyndryl (KD) position steady in Q3 2024 at 15 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #421.

First Personal Financial Services first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $5K in Q4 2021. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

First Personal Financial Services held 15 shares of Kyndryl worth $345 as of Q3 2024.
First Personal Financial Services left its Kyndryl share count unchanged in Q3 2024.
Kyndryl made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #421 holding.
First Personal Financial Services first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
First Personal Financial Services's Kyndryl position peaked at $5K in Q4 2021.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.