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Heritage Wealth Management (Arizona)’s Kyndryl KD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.11K Buy
100
+50
+100% +$503 ﹤0.01% 1022
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1059
2022
Q2 		$489 Sell
50
-269
-84% -$3.13K ﹤0.01% 945
2022
Q1 		$4K Buy
+319
New +$4.8K ﹤0.01% 827

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Kyndryl (KD) stake by 100% in Q4 2022, buying an estimated $503 and bringing the position to 100 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Heritage Wealth Management (Arizona) first reported a position in KD in Q1 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 100 shares of Kyndryl worth $1.11K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 50 Kyndryl shares in Q4 2022, an estimated $503.
  • Kyndryl made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1022 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Kyndryl in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Kyndryl position peaked at $4K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.