TSWM
KD icon

Tyler-Stone Wealth Management’s Kyndryl KD Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-144
Closed -$3.79K – 649
2024
Q2 		$3.79K Hold
144
– – ﹤0.01% 791
2024
Q1 		$3.13K Buy
144
+64
+80% +$1.36K ﹤0.01% 802
2023
Q4 		$1.66K Hold
80
– – ﹤0.01% 824
2023
Q3 		$1K Hold
80
– – ﹤0.01% 860
2023
Q2 		$1K Buy
+80
New +$1.08K ﹤0.01% 849
2022
Q4 		$1K Hold
90
– – ﹤0.01% 816
2022
Q3 		$1K Sell
90
-110
-55% -$1.14K ﹤0.01% 809
2022
Q2 		$2K Buy
+200
New +$2.33K ﹤0.01% 764
2022
Q1 		– Sell
-207
Closed -$4K – 894
2021
Q4 		$4K Buy
+207
New +$4.47K ﹤0.01% 729

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's KD Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Kyndryl (KD) in Q3 2024, closing a stake of 144 shares — an estimated $3.79K sold.

Tyler-Stone Wealth Management first reported a position in KD in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 144 Kyndryl shares in Q3 2024, an estimated $3.79K.
  • Tyler-Stone Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Kyndryl position peaked at $4K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.