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Harvest Group Wealth Management’s Kyndryl KD Stock Holding History

Harvest Group 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
2023
Q1 		$1.76K Buy
119
+24
+25% +$341 ﹤0.01% 127
2022
Q4 		$1.06K Sell
95
-18
-16% -$181 ﹤0.01% 146
2022
Q3 		$1K Sell
113
-81
-42% -$842 ﹤0.01% 146
2022
Q2 		$2K Buy
194
+176
+978% +$2.05K ﹤0.01% 131
2022
Q1 		$0 Buy
+18
New +$271 ﹤0.01% 150

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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvest Group Wealth Management's KD Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Kyndryl (KD) stake by 25% in Q1 2023, buying an estimated $341 and bringing the position to 119 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Harvest Group Wealth Management first reported a position in KD in Q1 2022 and has held it in 5 quarters since. The position peaked at $2K in Q2 2022. 582 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • Harvest Group Wealth Management held 119 shares of Kyndryl worth $1.76K as of Q1 2023.
  • Harvest Group Wealth Management bought 24 Kyndryl shares in Q1 2023, an estimated $341.
  • Kyndryl made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #127 holding.
  • Harvest Group Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 5 quarters since.
  • Harvest Group Wealth Management's Kyndryl position peaked at $2K in Q2 2022.
  • 582 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.