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SeaCrest Wealth Management’s Kyndryl KD Stock Holding History

SeaCrest Wealth Management’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
Q1 		– Sell
-14,606
Closed -$162K – 659
2022
Q4 		$162K Sell
14,606
-3,621
-20% -$36.4K 0.02% 585
2022
Q3 		$151K Sell
18,227
-3,931
-18% -$40.9K 0.02% 570
2022
Q2 		$217K Buy
22,158
+691
+3% +$8.04K 0.03% 575
2022
Q1 		$282K Buy
21,467
+9,788
+84% +$147K 0.03% 533
2021
Q4 		$211K Buy
+11,679
New +$252K 0.02% 632

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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 $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SeaCrest Wealth Management's KD Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of Kyndryl (KD) in Q1 2023, closing a stake of 14,606 shares — an estimated $162K sold.

SeaCrest Wealth Management first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $282K in Q1 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • SeaCrest Wealth Management reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 14,606 Kyndryl shares in Q1 2023, an estimated $162K.
  • SeaCrest Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
  • SeaCrest Wealth Management's Kyndryl position peaked at $282K in Q1 2022.
  • 583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.