FWM
KD icon

Focused Wealth Management’s Kyndryl KD Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-1,906
Closed -$39.6K – 590
2023
Q4 		$39.6K Sell
1,906
-111
-6% -$1.9K 0.01% 335
2023
Q3 		$30.5K Sell
2,017
-3
-0.1% -$44 0.01% 357
2023
Q2 		$26.8K Sell
2,020
-16
-0.8% -$217 ﹤0.01% 383
2023
Q1 		$30.1K Hold
2,036
– – 0.01% 375
2022
Q4 		$22.6K Hold
2,036
– – ﹤0.01% 416
2022
Q3 		$17K Sell
2,036
-58
-3% -$603 ﹤0.01% 424
2022
Q2 		$20K Buy
2,094
+63
+3% +$733 ﹤0.01% 415
2022
Q1 		$27K Hold
2,031
– – ﹤0.01% 392
2021
Q4 		$37K Buy
+2,031
New +$43.8K 0.01% 410

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's KD Position: Q1 2024 in Review

Focused Wealth Management sold out of Kyndryl (KD) in Q1 2024, closing a stake of 1,906 shares — an estimated $39.6K sold.

Focused Wealth Management first reported a position in KD in Q4 2021 and held it in 9 quarters. The position peaked at $39.6K in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

  • Focused Wealth Management reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,906 Kyndryl shares in Q1 2024, an estimated $39.6K.
  • Focused Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Kyndryl position peaked at $39.6K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.