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Raymond James Financial Services Advisors’s Kyndryl KD Stock Holding History

Raymond James Financial Services Advisors’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 		$4.4M Buy
191,353
+8,083
+4% +$197K 0.01% 1290
2024
Q2 		$4.82M Buy
183,270
+149,550
+444% +$3.58M 0.01% 1179
2024
Q1 		$734K Sell
33,720
-63,055
-65% -$1.34M ﹤0.01% 2253
2023
Q4 		$2.01M Buy
96,775
+5,489
+6% +$93.8K ﹤0.01% 1567
2023
Q3 		$1.38M Sell
91,286
-39,677
-30% -$588K ﹤0.01% 1731
2023
Q2 		$1.74M Sell
130,963
-12,397
-9% -$168K ﹤0.01% 1585
2023
Q1 		$2.12M Sell
143,360
-1,122
-0.8% -$15.9K ﹤0.01% 1459
2022
Q4 		$1.61M Sell
144,482
-12,282
-8% -$124K ﹤0.01% 1567
2022
Q3 		$1.3M Sell
156,764
-875
-0.6% -$9.1K ﹤0.01% 1676
2022
Q2 		$1.54M Buy
157,639
+9,308
+6% +$108K ﹤0.01% 1591
2022
Q1 		$1.95M Buy
148,331
+8,824
+6% +$133K ﹤0.01% 1507
2021
Q4 		$2.52M Buy
+139,507
New +$3.01M ﹤0.01% 1384

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
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
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

Raymond James Financial Services Advisors's KD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Kyndryl (KD) stake by 4.4% in Q3 2024, buying an estimated $197K and bringing the position to 191,353 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1290.

Raymond James Financial Services Advisors first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.82M in Q2 2024. 627 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Raymond James Financial Services Advisors held 191,353 shares of Kyndryl worth $4.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 8,083 Kyndryl shares in Q3 2024, an estimated $197K.
  • Kyndryl made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1290 holding.
  • Raymond James Financial Services Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
  • Raymond James Financial Services Advisors's Kyndryl position peaked at $4.82M in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.