U.S. Capital Wealth Advisors’s Kyndryl KD Stock Holding History

U.S. Capital 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 Q1	–	Sell	-3,619	Closed	-$40.2K	–	1104
2022 Q4	$40.2K	Buy	+3,619	New	+$36.4K	﹤0.01%	928
2022 Q1	–	Sell	-16,011	Closed	-$290K	–	731
2021 Q4	$290K	Buy	+16,011	New	+$346K	0.01%	606

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

Greenlight Capital New York $2.05B AUM 78.75% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's KD Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Kyndryl (KD) in Q1 2023, closing a stake of 3,619 shares — an estimated $40.2K sold.

U.S. Capital Wealth Advisors first reported a position in KD in Q4 2021 and held it in 2 quarters. The position peaked at $290K in Q4 2021. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,619 Kyndryl shares in Q1 2023, an estimated $40.2K.
U.S. Capital Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Kyndryl position peaked at $290K in Q4 2021.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.