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Selective Wealth Management’s Kyndryl KD Stock Holding History

Selective 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
2022
Q4 		– Sell
-319
Closed -$3K – 445
2022
Q3 		$3K Sell
319
-260
-45% -$2.7K ﹤0.01% 636
2022
Q2 		$6K Hold
579
– – ﹤0.01% 609
2022
Q1 		$8K Sell
579
-170
-23% -$2.56K ﹤0.01% 556
2021
Q4 		$14K Buy
+749
New +$16.2K 0.01% 450

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Selective Wealth Management's KD Position: Q4 2022 in Review

Selective Wealth Management sold out of Kyndryl (KD) in Q4 2022, closing a stake of 319 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

  • Selective Wealth Management reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 319 Kyndryl shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Kyndryl position peaked at $14K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.