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Glassman Wealth Services’s Kyndryl KD Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-809
Closed -$16.8K – 1022
2023
Q4 		$16.8K Hold
809
– – ﹤0.01% 733
2023
Q3 		$12.2K Hold
809
– – ﹤0.01% 798
2023
Q2 		$10.7K Buy
809
+145
+22% +$1.96K ﹤0.01% 796
2023
Q1 		$9.8K Sell
664
-51
-7% -$724 ﹤0.01% 828
2022
Q4 		$7.95K Hold
715
– – ﹤0.01% 897
2022
Q3 		$6K Sell
715
-101
-12% -$1.05K ﹤0.01% 945
2022
Q2 		$8K Buy
+816
New +$9.5K ﹤0.01% 872
2022
Q1 		– Sell
-769
Closed -$14K – 1802
2021
Q4 		$14K Buy
+769
New +$16.6K ﹤0.01% 700

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

Glassman Wealth Services's KD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kyndryl (KD) in Q1 2024, closing a stake of 809 shares — an estimated $16.8K sold.

Glassman Wealth Services first reported a position in KD in Q4 2021 and held it in 8 quarters. The position peaked at $16.8K in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 809 Kyndryl shares in Q1 2024, an estimated $16.8K.
  • Glassman Wealth Services first reported a position in Kyndryl in Q4 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Kyndryl position peaked at $16.8K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.