Legacy Financial Group (Iowa)’s Kyndryl KD Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-40	Closed	-$604	–	289
2023 Q3	$604	Buy	+40	New	+$593	﹤0.01%	534

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

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

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

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

Legacy Financial Group (Iowa)'s KD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Kyndryl (KD) in Q4 2023, closing a stake of 40 shares — an estimated $604 sold.

Legacy Financial Group (Iowa) first reported a position in KD in Q3 2023 and held it in 1 quarter. The position peaked at $604 in Q3 2023. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 40 Kyndryl shares in Q4 2023, an estimated $604.
Legacy Financial Group (Iowa) first reported a position in Kyndryl in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Kyndryl position peaked at $604 in Q3 2023.
624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.