Simplicity Wealth’s Kyndryl KD Stock Holding History

Simplicity Wealth’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	-15,745	Closed	-$414K	–	864
2024 Q2	$414K	Buy	15,745 +454	+3%	+$10.9K	0.01%	834
2024 Q1	$333K	Buy	+15,291	New	+$325K	0.01%	881

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's KD Position: Q3 2024 in Review

Simplicity Wealth sold out of Kyndryl (KD) in Q3 2024, closing a stake of 15,745 shares — an estimated $414K sold.

Simplicity Wealth first reported a position in KD in Q1 2024 and held it in 2 quarters. The position peaked at $414K in Q2 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

Simplicity Wealth reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 15,745 Kyndryl shares in Q3 2024, an estimated $414K.
Simplicity Wealth first reported a position in Kyndryl in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Kyndryl position peaked at $414K in Q2 2024.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.