Life Planning Partners’s Kyndryl KD Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-147	Closed	-$3.06K	–	154
2023 Q4	$3.06K	Buy	+147	New	+$2.51K	﹤0.01%	198
2022 Q3	$1.22K	Hold	147	–	–	﹤0.01%	168
2022 Q2	$0	Hold	147	–	–	﹤0.01%	187
2022 Q1	$3K	Hold	147	–	–	﹤0.01%	162
2021 Q4	$3K	Buy	+147	New	+$3.17K	﹤0.01%	151

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

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

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

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Norges Bank Oslo, Norway $935B AUM

Life Planning Partners's KD Position: Q1 2024 in Review

Life Planning Partners sold out of Kyndryl (KD) in Q1 2024, closing a stake of 147 shares — an estimated $3.06K sold.

Life Planning Partners first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $3.06K in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

Life Planning Partners reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 147 Kyndryl shares in Q1 2024, an estimated $3.06K.
Life Planning Partners first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Kyndryl position peaked at $3.06K in Q4 2023.
645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.