TCWM
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Total Clarity Wealth Management’s Kyndryl KD Stock Holding History

Total Clarity Wealth Management’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
2025
Q4 		– Sell
-30,042
Closed -$902K – 313
2025
Q3 		$902K Buy
+30,042
New +$1.03M 0.24% 110
2025
Q2 		– Sell
-30,241
Closed -$1.05M – 313
2025
Q1 		$1.05M Hold
30,241
– – 0.34% 78
2024
Q4 		$1.05M Sell
30,241
-3,221
-10% -$93.8K 0.34% 79
2024
Q3 		$769K Buy
33,462
+7,439
+29% +$181K 0.25% 109
2024
Q2 		$685K Sell
26,023
-5,024
-16% -$120K 0.24% 108
2024
Q1 		$676K Buy
+31,047
New +$660K 0.23% 115
2022
Q1 		– Sell
-10
Closed – – 584
2021
Q4 		$0 Buy
+10
New +$216 ﹤0.01% 1024

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return