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Halpern Financial’s Kyndryl KD Stock Holding History

Halpern Financial’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
Q3 		$160 Hold
7
– – ﹤0.01% 220
2024
Q2 		$184 Sell
7
-10
-59% -$240 ﹤0.01% 213
2024
Q1 		$370 Hold
17
– – ﹤0.01% 203
2023
Q4 		$330 Sell
17
-4
-19% -$68 ﹤0.01% 241
2023
Q3 		$317 Buy
21
+4
+24% +$59 ﹤0.01% 203
2023
Q2 		$226 Hold
17
– – ﹤0.01% 246
2023
Q1 		$251 Hold
17
– – ﹤0.01% 176
2022
Q4 		$189 Hold
17
– – ﹤0.01% 185
2022
Q3 		$141 Buy
17
+1
+6% +$10 ﹤0.01% 202
2022
Q2 		$156 Sell
16
-130
-89% -$1.51K ﹤0.01% 307
2022
Q1 		$1.92K Hold
146
– – ﹤0.01% 202
2021
Q4 		$2.64K Buy
+146
New +$3.15K ﹤0.01% 221

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's KD Position: Q3 2024 in Review

Halpern Financial held its Kyndryl (KD) position steady in Q3 2024 at 7 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Halpern Financial first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.64K in Q4 2021. 627 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Halpern Financial held 7 shares of Kyndryl worth $160 as of Q3 2024.
  • Halpern Financial left its Kyndryl share count unchanged in Q3 2024.
  • Kyndryl made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #220 holding.
  • Halpern Financial first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
  • Halpern Financial's Kyndryl position peaked at $2.64K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.