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Moser Wealth Advisors’s Kyndryl KD Stock Holding History

Moser Wealth Advisors’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
Q3 		– Sell
-4
Closed -$105 – 144
2024
Q2 		$105 Hold
4
– – ﹤0.01% 151
2024
Q1 		$87 Buy
+4
New +$85 ﹤0.01% 150
2022
Q1 		– Sell
-35
Closed -$1K – 139
2021
Q4 		$1K Buy
+35
New +$756 ﹤0.01% 141

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's KD Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Kyndryl (KD) in Q3 2024, closing a stake of 4 shares — an estimated $105 sold.

Moser Wealth Advisors first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Moser Wealth Advisors reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 4 Kyndryl shares in Q3 2024, an estimated $105.
  • Moser Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
  • Moser Wealth Advisors's Kyndryl position peaked at $1K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.