IMA Advisory Services’s Kyndryl KD Stock Holding History

IMA Advisory Services’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	-544	Closed	-$6.05K	–	326
2022 Q4	$6.05K	Hold	544	–	–	﹤0.01%	279
2022 Q3	$4K	Hold	544	–	–	﹤0.01%	283
2022 Q2	$5K	Hold	544	–	–	﹤0.01%	286
2022 Q1	$7K	Hold	544	–	–	﹤0.01%	258
2021 Q4	$10K	Buy	+544	New	+$11.7K	﹤0.01%	252

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

Greenlight Capital New York $2.05B AUM 78.75% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IMA Advisory Services's KD Position: Q1 2023 in Review

IMA Advisory Services sold out of Kyndryl (KD) in Q1 2023, closing a stake of 544 shares — an estimated $6.05K sold.

IMA Advisory Services first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

IMA Advisory Services reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 544 Kyndryl shares in Q1 2023, an estimated $6.05K.
IMA Advisory Services first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
IMA Advisory Services's Kyndryl position peaked at $10K in Q4 2021.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.