PFG
KD icon

Piershale Financial Group’s Kyndryl KD Stock Holding History

Piershale 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
2023
Q2 		$2.66K Hold
200
– – ﹤0.01% 208
2023
Q1 		$2.95K Hold
200
– – ﹤0.01% 216
2022
Q4 		$2.22K Buy
+200
New +$2.01K ﹤0.01% 242

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Piershale Financial Group's KD Position: Q2 2023 in Review

Piershale Financial Group held its Kyndryl (KD) position steady in Q2 2023 at 200 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Piershale Financial Group first reported a position in KD in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.95K in Q1 2023. 573 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • Piershale Financial Group held 200 shares of Kyndryl worth $2.66K as of Q2 2023.
  • Piershale Financial Group left its Kyndryl share count unchanged in Q2 2023.
  • Kyndryl made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #208 holding.
  • Piershale Financial Group first reported a position in Kyndryl in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Kyndryl position peaked at $2.95K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.