Planned Solutions’s Kyndryl KD Stock Holding History

Planned Solutions’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	-849	Closed	-$19.5K	–	391
2024 Q3	$19.5K	Buy	+849	New	+$20.7K	0.01%	391
2024 Q1	–	Sell	-849	Closed	-$17.6K	–	332
2023 Q4	$17.6K	Buy	+849	New	+$14.5K	0.01%	379

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

Planned Solutions's KD Position: Q4 2024 in Review

Planned Solutions sold out of Kyndryl (KD) in Q4 2024, closing a stake of 849 shares — an estimated $19.5K sold.

Planned Solutions first reported a position in KD in Q4 2023 and held it in 2 quarters. The position peaked at $19.5K in Q3 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

Planned Solutions reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 849 Kyndryl shares in Q4 2024, an estimated $19.5K.
Planned Solutions first reported a position in Kyndryl in Q4 2023 and held it in 2 quarters.
Planned Solutions's Kyndryl position peaked at $19.5K in Q3 2024.
696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.