MWM
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MinichMacGregor Wealth Management’s Kyndryl KD Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-102
Closed -$1.13K – 372
2022
Q4 		$1.13K Buy
+102
New +$1.03K ﹤0.01% 624

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MinichMacGregor Wealth Management's KD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Kyndryl (KD) in Q1 2023, closing a stake of 102 shares — an estimated $1.13K sold.

MinichMacGregor Wealth Management first reported a position in KD in Q4 2022 and held it in 1 quarter. The position peaked at $1.13K in Q4 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 102 Kyndryl shares in Q1 2023, an estimated $1.13K.
  • MinichMacGregor Wealth Management first reported a position in Kyndryl in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Kyndryl position peaked at $1.13K in Q4 2022.
  • 583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.