ORG Wealth Partners’s Kyndryl KD Stock Holding History

ORG Wealth Partners’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	-1,244	Closed	-$28.6K	–	520
2024 Q3	$28.6K	Buy	+1,244	New	+$30.3K	0.01%	309

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ORG Wealth Partners's KD Position: Q4 2024 in Review

ORG Wealth Partners sold out of Kyndryl (KD) in Q4 2024, closing a stake of 1,244 shares — an estimated $28.6K sold.

ORG Wealth Partners first reported a position in KD in Q3 2024 and held it in 1 quarter. The position peaked at $28.6K in Q3 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

ORG Wealth Partners reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
ORG Wealth Partners sold 1,244 Kyndryl shares in Q4 2024, an estimated $28.6K.
ORG Wealth Partners first reported a position in Kyndryl in Q3 2024 and held it in 1 quarter.
ORG Wealth Partners's Kyndryl position peaked at $28.6K in Q3 2024.
696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.