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Peterson Financial Group’s Kyndryl KD Stock Holding History

Peterson Financial Group’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 		$2.32K Buy
+101
New +$2.46K 0.01% 362
2023
Q1 		– Sell
-15,683
Closed -$174K – 47
2022
Q4 		$174K Sell
15,683
-8,538
-35% -$85.9K 0.23% 75
2022
Q3 		$200K Buy
+24,221
New +$252K 0.19% 74

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

Peterson Financial Group's KD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Kyndryl (KD) in Q3 2024: 101 shares worth $2.32K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in KD as recently as Q4 2022.

Peterson Financial Group first reported a position in KD in Q3 2022 and has held it in 3 quarters since. The position peaked at $200K in Q3 2022. 627 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Peterson Financial Group held 101 shares of Kyndryl worth $2.32K as of Q3 2024.
  • Kyndryl was a new Peterson Financial Group position in Q3 2024.
  • Kyndryl made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #362 holding.
  • Peterson Financial Group first reported a position in Kyndryl in Q3 2022 and has held it in 3 quarters since.
  • Peterson Financial Group's Kyndryl position peaked at $200K in Q3 2022.
  • 627 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.