Freedom Wealth Alliance’s Kyndryl KD Stock Holding History

Freedom Wealth 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 Q1	–	Sell	-20	Closed	-$222	–	263
2022 Q4	$222	Buy	+20	New	+$201	﹤0.01%	475

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

Greenlight Capital New York $2.05B AUM 78.75% 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

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

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

Freedom Wealth Alliance's KD Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Kyndryl (KD) in Q1 2023, closing a stake of 20 shares — an estimated $222 sold.

Freedom Wealth Alliance first reported a position in KD in Q4 2022 and held it in 1 quarter. The position peaked at $222 in Q4 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

Freedom Wealth Alliance reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 20 Kyndryl shares in Q1 2023, an estimated $222.
Freedom Wealth Alliance first reported a position in Kyndryl in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Kyndryl position peaked at $222 in Q4 2022.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.