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Redwood Wealth Management Group’s Kyndryl KD Stock Holding History

Redwood 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
2024
Q3 		– Sell
-454
Closed -$11.9K – 646
2024
Q2 		$11.9K Buy
+454
New +$10.9K 0.01% 551

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Redwood Wealth Management Group's KD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Kyndryl (KD) in Q3 2024, closing a stake of 454 shares — an estimated $11.9K sold.

Redwood Wealth Management Group first reported a position in KD in Q2 2024 and held it in 1 quarter. The position peaked at $11.9K in Q2 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 454 Kyndryl shares in Q3 2024, an estimated $11.9K.
  • Redwood Wealth Management Group first reported a position in Kyndryl in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Kyndryl position peaked at $11.9K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.