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SYSTM Wealth Solutions’s Kyndryl KD Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-502
Closed -$10.4K – 1029
2023
Q4 		$10.4K Buy
+502
New +$8.58K ﹤0.01% 822

Other funds holding KD

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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's KD Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Kyndryl (KD) in Q1 2024, closing a stake of 502 shares — an estimated $10.4K sold.

SYSTM Wealth Solutions first reported a position in KD in Q4 2023 and held it in 1 quarter. The position peaked at $10.4K in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 502 Kyndryl shares in Q1 2024, an estimated $10.4K.
  • SYSTM Wealth Solutions first reported a position in Kyndryl in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Kyndryl position peaked at $10.4K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.