TFO Wealth Partners’s Kyndryl KD Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-22	Closed	-$292	–	1019
2023 Q3	$292	Buy	+22	New	+$326	﹤0.01%	669

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

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

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

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

TFO Wealth Partners's KD Position: Q4 2023 in Review

TFO Wealth Partners sold out of Kyndryl (KD) in Q4 2023, closing a stake of 22 shares — an estimated $292 sold.

TFO Wealth Partners first reported a position in KD in Q3 2023 and held it in 1 quarter. The position peaked at $292 in Q3 2023. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

TFO Wealth Partners reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 22 Kyndryl shares in Q4 2023, an estimated $292.
TFO Wealth Partners first reported a position in Kyndryl in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Kyndryl position peaked at $292 in Q3 2023.
624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.