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Patriot Financial Group Insurance Agency’s Kyndryl KD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-152
Closed -$1K – 1230
2022
Q2 		$1K Sell
152
-203
-57% -$2.36K ﹤0.01% 1912
2022
Q1 		$5K Buy
+355
New +$5.34K ﹤0.01% 1617

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GC
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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kyndryl (KD) in Q3 2022, closing a stake of 152 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in KD in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 597 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 152 Kyndryl shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Kyndryl in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Kyndryl position peaked at $5K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.