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Guardian Wealth Management (Illinois)’s Kyndryl KD Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-12
Closed -$261 – 249
2024
Q1 		$261 Hold
12
– – ﹤0.01% 234
2023
Q4 		$249 Buy
+12
New +$205 ﹤0.01% 244

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s KD Position: Q2 2024 in Review

Guardian Wealth Management (Illinois) sold out of Kyndryl (KD) in Q2 2024, closing a stake of 12 shares — an estimated $261 sold.

Guardian Wealth Management (Illinois) first reported a position in KD in Q4 2023 and held it in 2 quarters. The position peaked at $261 in Q1 2024. 663 funds tracked by Wall St. Rank hold KD as of Q2 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Kyndryl position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 12 Kyndryl shares in Q2 2024, an estimated $261.
  • Guardian Wealth Management (Illinois) first reported a position in Kyndryl in Q4 2023 and held it in 2 quarters.
  • Guardian Wealth Management (Illinois)'s Kyndryl position peaked at $261 in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2024, filed 8 Aug 2024.