Sutton Wealth Advisors’s Kyndryl KD Stock Holding History

Sutton Wealth Advisors’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 Q3	$1.13K	Sell	75 -83	-53%	-$1.23K	﹤0.01%	785
2023 Q2	$2.1K	Hold	158	–	–	﹤0.01%	692
2023 Q1	$2.33K	Sell	158 -102	-39%	-$1.45K	﹤0.01%	624
2022 Q4	$2.89K	Sell	260 -115	-31%	-$1.16K	﹤0.01%	1168
2022 Q3	$3.1K	Buy	375 +26	+7%	+$270	﹤0.01%	1134
2022 Q2	$3.41K	Buy	349 +110	+46%	+$1.28K	﹤0.01%	1108
2022 Q1	$3.14K	Sell	239 -324	-58%	-$4.88K	﹤0.01%	1140
2021 Q4	$10.2K	Buy	+563	New	+$12.2K	﹤0.01%	927

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Sutton Wealth Advisors's KD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Kyndryl (KD) stake by 53% in Q3 2023, selling an estimated $1.23K and leaving 75 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Sutton Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 8 quarters since. The position peaked at $10.2K in Q4 2021. 571 funds tracked by Wall St. Rank hold KD as of Q3 2023.

Sutton Wealth Advisors held 75 shares of Kyndryl worth $1.13K as of Q3 2023.
Sutton Wealth Advisors sold 83 Kyndryl shares in Q3 2023, an estimated $1.23K.
Kyndryl made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #785 holding.
Sutton Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Kyndryl position peaked at $10.2K in Q4 2021.
571 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.