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Lumature Wealth Partners’s Kyndryl KD Stock Holding History

Lumature Wealth 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
2023
Q2 		$266 Sell
20
-200
-91% -$2.71K ﹤0.01% 377
2023
Q1 		$3.25K Hold
220
– – ﹤0.01% 351
2022
Q4 		$2.45K Hold
220
– – ﹤0.01% 361
2022
Q3 		$2K Hold
220
– – ﹤0.01% 372
2022
Q2 		$2K Sell
220
-29
-12% -$337 ﹤0.01% 378
2022
Q1 		$3K Hold
249
– – ﹤0.01% 385
2021
Q4 		$5K Buy
+249
New +$5.38K ﹤0.01% 368

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lumature Wealth Partners's KD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Kyndryl (KD) stake by 91% in Q2 2023, selling an estimated $2.71K and leaving 20 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Lumature Wealth Partners first reported a position in KD in Q4 2021 and has held it in 7 quarters since. The position peaked at $5K in Q4 2021. 573 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • Lumature Wealth Partners held 20 shares of Kyndryl worth $266 as of Q2 2023.
  • Lumature Wealth Partners sold 200 Kyndryl shares in Q2 2023, an estimated $2.71K.
  • Kyndryl made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #377 holding.
  • Lumature Wealth Partners first reported a position in Kyndryl in Q4 2021 and has held it in 7 quarters since.
  • Lumature Wealth Partners's Kyndryl position peaked at $5K in Q4 2021.
  • 573 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.