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Gilliland Jeter Wealth Management’s Kyndryl KD Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-737
Closed -$16.9K – 420
2024
Q3 		$16.9K Hold
737
– – 0.01% 410
2024
Q2 		$19.4K Hold
737
– – 0.01% 387
2024
Q1 		$16K Buy
+737
New +$15.7K 0.01% 394

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gilliland Jeter Wealth Management's KD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Kyndryl (KD) in Q4 2024, closing a stake of 737 shares — an estimated $16.9K sold.

Gilliland Jeter Wealth Management first reported a position in KD in Q1 2024 and held it in 3 quarters. The position peaked at $19.4K in Q2 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 737 Kyndryl shares in Q4 2024, an estimated $16.9K.
  • Gilliland Jeter Wealth Management first reported a position in Kyndryl in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Kyndryl position peaked at $19.4K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.