Joseph P. Lucia & Associates’s Kyndryl KD Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-463	Closed	-$5K	–	283
2022 Q2	$5K	Buy	+463	New	+$5.39K	﹤0.01%	341

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Joseph P. Lucia & Associates's KD Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Kyndryl (KD) in Q3 2022, closing a stake of 463 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in KD in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 463 Kyndryl shares in Q3 2022, an estimated $5K.
Joseph P. Lucia & Associates first reported a position in Kyndryl in Q2 2022 and held it in 1 quarter.
Joseph P. Lucia & Associates's Kyndryl position peaked at $5K in Q2 2022.
596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.