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Northwest Financial Advisors’s Kyndryl KD Stock Holding History

Northwest Financial 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
Q4 		– Sell
-347
Closed -$7.98K – 341
2024
Q3 		$7.98K Buy
+347
New +$8.46K 0.01% 418
2024
Q1 		– Sell
-347
Closed -$7.21K – 316
2023
Q4 		$7.21K Buy
+347
New +$5.93K 0.01% 408

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northwest Financial Advisors's KD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Kyndryl (KD) in Q4 2024, closing a stake of 347 shares — an estimated $7.98K sold.

Northwest Financial Advisors first reported a position in KD in Q4 2023 and held it in 2 quarters. The position peaked at $7.98K in Q3 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 347 Kyndryl shares in Q4 2024, an estimated $7.98K.
  • Northwest Financial Advisors first reported a position in Kyndryl in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Kyndryl position peaked at $7.98K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.