MSWM
KD icon

McGlone Suttner Wealth Management’s Kyndryl KD Stock Holding History

McGlone Suttner Wealth Management’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
-49
Closed -$1.02K – 498
2023
Q4 		$1.02K Buy
+49
New +$837 ﹤0.01% 717

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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McGlone Suttner Wealth Management's KD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Kyndryl (KD) in Q1 2024, closing a stake of 49 shares — an estimated $1.02K sold.

McGlone Suttner Wealth Management first reported a position in KD in Q4 2023 and held it in 1 quarter. The position peaked at $1.02K in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 49 Kyndryl shares in Q1 2024, an estimated $1.02K.
  • McGlone Suttner Wealth Management first reported a position in Kyndryl in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Kyndryl position peaked at $1.02K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.