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Lenox Wealth Advisors’s Kyndryl KD Stock Holding History

Lenox Wealth Advisors’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
Q1 		$1K Buy
107
+2
+2% +$30 ﹤0.01% 715
2021
Q4 		$2K Buy
+105
New +$2.27K ﹤0.01% 729

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's KD Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Kyndryl (KD) stake by 1.9% in Q1 2022, buying an estimated $30 and bringing the position to 107 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Lenox Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 604 funds tracked by Wall St. Rank hold KD as of Q1 2022.

  • Lenox Wealth Advisors held 107 shares of Kyndryl worth $1K as of Q1 2022.
  • Lenox Wealth Advisors bought 2 Kyndryl shares in Q1 2022, an estimated $30.
  • Kyndryl made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #715 holding.
  • Lenox Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Kyndryl position peaked at $2K in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Kyndryl as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.