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Valley Wealth Managers’s Kyndryl KD Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-20
Closed -$692 – 396
2024
Q4 		$692 Hold
20
– – ﹤0.01% 370
2024
Q3 		$460 Hold
20
– – ﹤0.01% 375
2024
Q2 		$526 Hold
20
– – ﹤0.01% 354
2024
Q1 		$435 Hold
20
– – ﹤0.01% 293
2023
Q4 		$416 Hold
20
– – ﹤0.01% 311
2023
Q3 		$302 Hold
20
– – ﹤0.01% 346
2023
Q2 		$266 Hold
20
– – ﹤0.01% 323
2023
Q1 		$295 Sell
20
-15
-43% -$213 ﹤0.01% 337
2022
Q4 		$389 Sell
35
-45
-56% -$453 ﹤0.01% 344
2022
Q3 		$1K Sell
80
-1
-1% -$10 ﹤0.01% 403
2022
Q2 		$1K Buy
+81
New +$943 ﹤0.01% 414

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 $5.72T 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Valley Wealth Managers's KD Position: Q1 2025 in Review

Valley Wealth Managers sold out of Kyndryl (KD) in Q1 2025, closing a stake of 20 shares — an estimated $692 sold.

Valley Wealth Managers first reported a position in KD in Q2 2022 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

  • Valley Wealth Managers reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 20 Kyndryl shares in Q1 2025, an estimated $692.
  • Valley Wealth Managers first reported a position in Kyndryl in Q2 2022 and held it in 11 quarters.
  • Valley Wealth Managers's Kyndryl position peaked at $1K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.