PFG Private Wealth Management’s Kyndryl KD Stock Holding History

PFG Private Wealth Management’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
2023 Q3	–	Sell	-20	Closed	-$266	–	314
2023 Q2	$266	Hold	20	–	–	﹤0.01%	276
2023 Q1	$295	Sell	20 -7	-26%	-$99	﹤0.01%	275
2022 Q4	$0	Buy	27 +3	+13%	+$30	﹤0.01%	388
2022 Q3	$0	Hold	24	–	–	﹤0.01%	354
2022 Q2	$0	Hold	24	–	–	﹤0.01%	321
2022 Q1	$0	Hold	24	–	–	﹤0.01%	329
2021 Q4	$0	Buy	+24	New	+$518	﹤0.01%	327

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Private Wealth Management's KD Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Kyndryl (KD) in Q3 2023, closing a stake of 20 shares — an estimated $266 sold.

PFG Private Wealth Management first reported a position in KD in Q4 2021 and held it in 7 quarters. The position peaked at $295 in Q1 2023. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

PFG Private Wealth Management reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 20 Kyndryl shares in Q3 2023, an estimated $266.
PFG Private Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 7 quarters.
PFG Private Wealth Management's Kyndryl position peaked at $295 in Q1 2023.
570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.