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Old Point Trust & Financial Services N A’s Kyndryl KD Stock Holding History

Old Point Trust & Financial Services N A’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
-60
Closed -$1.58K – 336
2024
Q2 		$1.58K Sell
60
-80
-57% -$1.92K ﹤0.01% 316
2024
Q1 		$3.05K Buy
140
+70
+100% +$1.49K ﹤0.01% 395
2023
Q4 		$1.46K Buy
+70
New +$1.2K ﹤0.01% 258
2023
Q3 		– Sell
-140
Closed -$1.86K – 181
2023
Q2 		$1.86K Buy
+140
New +$1.9K ﹤0.01% 255

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

Old Point Trust & Financial Services N A's KD Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of Kyndryl (KD) in Q3 2024, closing a stake of 60 shares — an estimated $1.58K sold.

Old Point Trust & Financial Services N A first reported a position in KD in Q2 2023 and held it in 4 quarters. The position peaked at $3.05K in Q1 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 60 Kyndryl shares in Q3 2024, an estimated $1.58K.
  • Old Point Trust & Financial Services N A first reported a position in Kyndryl in Q2 2023 and held it in 4 quarters.
  • Old Point Trust & Financial Services N A's Kyndryl position peaked at $3.05K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.