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High Net Worth Advisory Group’s Kyndryl KD Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-95
Closed -$1.06K – 397
2022
Q4 		$1.06K Sell
95
-112
-54% -$1.13K ﹤0.01% 593
2022
Q3 		$2K Sell
207
-66
-24% -$686 ﹤0.01% 631
2022
Q2 		$3K Sell
273
-60
-18% -$698 ﹤0.01% 612
2022
Q1 		$4K Sell
333
-190
-36% -$2.86K ﹤0.01% 604
2021
Q4 		$9K Buy
+523
New +$11.3K ﹤0.01% 553

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

High Net Worth Advisory Group's KD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Kyndryl (KD) in Q1 2023, closing a stake of 95 shares — an estimated $1.06K sold.

High Net Worth Advisory Group first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 95 Kyndryl shares in Q1 2023, an estimated $1.06K.
  • High Net Worth Advisory Group first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Kyndryl position peaked at $9K in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.