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TCI Wealth Advisors’s Kyndryl KD Stock Holding History

TCI 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
Q2 		– Sell
-1,534
Closed -$22.6K – 1251
2023
Q1 		$22.6K Buy
1,534
+471
+44% +$6.68K ﹤0.01% 657
2022
Q4 		$11.8K Sell
1,063
-110
-9% -$1.11K ﹤0.01% 951
2022
Q3 		$10K Buy
1,173
+122
+12% +$1.27K ﹤0.01% 1017
2022
Q2 		$10K Sell
1,051
-780
-43% -$9.08K ﹤0.01% 1012
2022
Q1 		$24K Buy
1,831
+742
+68% +$11.2K ﹤0.01% 615
2021
Q4 		$20K Buy
+1,089
New +$23.5K ﹤0.01% 714

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCI Wealth Advisors's KD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Kyndryl (KD) in Q2 2023, closing a stake of 1,534 shares — an estimated $22.6K sold.

TCI Wealth Advisors first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $24K in Q1 2022. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,534 Kyndryl shares in Q2 2023, an estimated $22.6K.
  • TCI Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Kyndryl position peaked at $24K in Q1 2022.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.