KWAG
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Kiely Wealth Advisory Group’s Kyndryl KD Stock Holding History

Kiely Wealth 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
2024
Q4 		$3.9K Hold
95
– – ﹤0.01% 264
2024
Q3 		$2.68K Hold
95
– – ﹤0.01% 281
2024
Q2 		$2.1K Hold
95
– – ﹤0.01% 277
2024
Q1 		$1.9K Hold
95
– – ﹤0.01% 254
2023
Q4 		$2.04K Buy
+95
New +$1.62K ﹤0.01% 246

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kiely Wealth Advisory Group's KD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Kyndryl (KD) position steady in Q4 2024 at 95 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Kiely Wealth Advisory Group first reported a position in KD in Q4 2023 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Kiely Wealth Advisory Group held 95 shares of Kyndryl worth $3.9K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Kyndryl share count unchanged in Q4 2024.
  • Kyndryl made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #264 holding.
  • Kiely Wealth Advisory Group first reported a position in Kyndryl in Q4 2023 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.