Heck Capital Advisors’s Kyndryl KD Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-35	Closed	-$1.23K	–	527
2024 Q4	$1.23K	Buy	+35	New	+$1.02K	﹤0.01%	692

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Heck Capital Advisors's KD Position: Q1 2025 in Review

Heck Capital Advisors sold out of Kyndryl (KD) in Q1 2025, closing a stake of 35 shares — an estimated $1.23K sold.

Heck Capital Advisors first reported a position in KD in Q4 2024 and held it in 1 quarter. The position peaked at $1.23K in Q4 2024. 703 funds tracked by Wall St. Rank hold KD as of Q1 2025.

Heck Capital Advisors reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 35 Kyndryl shares in Q1 2025, an estimated $1.23K.
Heck Capital Advisors first reported a position in Kyndryl in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Kyndryl position peaked at $1.23K in Q4 2024.
703 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.