GeoWealth Management’s Kyndryl KD Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-2,439	Closed	-$84.4K	–	1471
2024 Q4	$84.4K	Buy	+2,439	New	+$71K	﹤0.01%	1017

Other funds holding KD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

GeoWealth Management's KD Position: Q1 2025 in Review

GeoWealth Management sold out of Kyndryl (KD) in Q1 2025, closing a stake of 2,439 shares — an estimated $84.4K sold.

GeoWealth Management first reported a position in KD in Q4 2024 and held it in 1 quarter. The position peaked at $84.4K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

GeoWealth Management reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,439 Kyndryl shares in Q1 2025, an estimated $84.4K.
GeoWealth Management first reported a position in Kyndryl in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Kyndryl position peaked at $84.4K in Q4 2024.
702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.