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MBM Wealth Consultants’s Kyndryl KD Stock Holding History

MBM Wealth Consultants’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 		– Sell
-122
Closed -$1K – 194
2023
Q1 		$1K Hold
122
– – ﹤0.01% 265
2022
Q4 		$1K Buy
122
+36
+42% +$362 ﹤0.01% 328
2022
Q3 		$1K Sell
86
-177
-67% -$1.84K ﹤0.01% 259
2022
Q2 		$3K Sell
263
-67
-20% -$780 ﹤0.01% 248
2022
Q1 		$4K Sell
330
-444
-57% -$6.68K ﹤0.01% 268
2021
Q4 		$14K Buy
+774
New +$16.7K 0.01% 217

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
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 $2.9T AUM 29.55% 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

MBM Wealth Consultants's KD Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Kyndryl (KD) in Q2 2023, closing a stake of 122 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 122 Kyndryl shares in Q2 2023, an estimated $1K.
  • MBM Wealth Consultants first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
  • MBM Wealth Consultants's Kyndryl position peaked at $14K in Q4 2021.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.