IAG Wealth Partners’s Kyndryl KD Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-20	Closed	-$295	–	473
2023 Q1	$295	Buy	+20	New	+$284	﹤0.01%	440

Other funds holding KD

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

IAG Wealth Partners's KD Position: Q2 2023 in Review

IAG Wealth Partners sold out of Kyndryl (KD) in Q2 2023, closing a stake of 20 shares — an estimated $295 sold.

IAG Wealth Partners first reported a position in KD in Q1 2023 and held it in 1 quarter. The position peaked at $295 in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

IAG Wealth Partners reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 20 Kyndryl shares in Q2 2023, an estimated $295.
IAG Wealth Partners first reported a position in Kyndryl in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's Kyndryl position peaked at $295 in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.