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LGT Financial Advisors’s Kyndryl KD Stock Holding History

LGT Financial 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
2024
Q2 		– Sell
-200
Closed -$4.35K – 823
2024
Q1 		$4.35K Hold
200
– – 0.01% 639
2023
Q4 		$4.16K Hold
200
– – 0.01% 669
2023
Q3 		$3.02K Buy
+200
New +$2.97K ﹤0.01% 723

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LGT Financial Advisors's KD Position: Q2 2024 in Review

LGT Financial Advisors sold out of Kyndryl (KD) in Q2 2024, closing a stake of 200 shares — an estimated $4.35K sold.

LGT Financial Advisors first reported a position in KD in Q3 2023 and held it in 3 quarters. The position peaked at $4.35K in Q1 2024. 662 funds tracked by Wall St. Rank hold KD as of Q2 2024.

  • LGT Financial Advisors reported no remaining Kyndryl position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 200 Kyndryl shares in Q2 2024, an estimated $4.35K.
  • LGT Financial Advisors first reported a position in Kyndryl in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Kyndryl position peaked at $4.35K in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.