Janiczek Wealth Management’s Kyndryl KD Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.26K	Sell	48 -20	-29%	-$479	﹤0.01%	903
2024 Q1	$1.48K	Buy	68 +24	+55%	+$510	﹤0.01%	890
2023 Q4	$915	Hold	44	–	–	﹤0.01%	947
2023 Q3	$665	Buy	44 +20	+83%	+$297	﹤0.01%	953
2023 Q2	$319	Hold	24	–	–	﹤0.01%	935
2023 Q1	$356	Sell	24 -10	-29%	-$142	﹤0.01%	932
2022 Q4	$426	Hold	34	–	–	﹤0.01%	924
2022 Q3	$0	Hold	34	–	–	﹤0.01%	989
2022 Q2	$0	Hold	34	–	–	﹤0.01%	1007
2022 Q1	$0	Sell	34 -10	-23%	-$151	﹤0.01%	1011
2021 Q4	$1K	Buy	+44	New	+$950	﹤0.01%	931

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janiczek Wealth Management's KD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Kyndryl (KD) stake by 29% in Q2 2024, selling an estimated $479 and leaving 48 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Janiczek Wealth Management first reported a position in KD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.48K in Q1 2024. 662 funds tracked by Wall St. Rank hold KD as of Q2 2024.

Janiczek Wealth Management held 48 shares of Kyndryl worth $1.26K as of Q2 2024.
Janiczek Wealth Management sold 20 Kyndryl shares in Q2 2024, an estimated $479.
Kyndryl made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #903 holding.
Janiczek Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Kyndryl position peaked at $1.48K in Q1 2024.
662 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.