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Provence Wealth Management Group’s Kyndryl KD Stock Holding History

Provence Wealth Management 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
Q4 		$707 Hold
34
– – ﹤0.01% 424
2023
Q3 		$513 Buy
+34
New +$504 ﹤0.01% 444

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Provence Wealth Management Group's KD Position: Q4 2023 in Review

Provence Wealth Management Group held its Kyndryl (KD) position steady in Q4 2023 at 34 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Provence Wealth Management Group first reported a position in KD in Q3 2023 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Provence Wealth Management Group held 34 shares of Kyndryl worth $707 as of Q4 2023.
  • Provence Wealth Management Group left its Kyndryl share count unchanged in Q4 2023.
  • Kyndryl made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #424 holding.
  • Provence Wealth Management Group first reported a position in Kyndryl in Q3 2023 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.