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Spectrum Wealth Counsel’s Kyndryl KD Stock Holding History

Spectrum Wealth Counsel’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
Q4 		– Sell
-44
Closed -$1.01K – 383
2024
Q3 		$1.01K Hold
44
– – ﹤0.01% 364
2024
Q2 		$1.16K Sell
44
-158
-78% -$3.79K ﹤0.01% 353
2024
Q1 		$4.4K Hold
202
– – ﹤0.01% 325
2023
Q4 		$4.2K Buy
+202
New +$3.45K ﹤0.01% 296

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Spectrum Wealth Counsel's KD Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Kyndryl (KD) in Q4 2024, closing a stake of 44 shares — an estimated $1.01K sold.

Spectrum Wealth Counsel first reported a position in KD in Q4 2023 and held it in 4 quarters. The position peaked at $4.4K in Q1 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 44 Kyndryl shares in Q4 2024, an estimated $1.01K.
  • Spectrum Wealth Counsel first reported a position in Kyndryl in Q4 2023 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Kyndryl position peaked at $4.4K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.