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Venturi Wealth Management’s Kyndryl KD Stock Holding History

Venturi 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
Q1 		– Sell
-863
Closed -$29.9K – 1255
2024
Q4 		$29.9K Hold
863
– – ﹤0.01% 1169
2024
Q3 		$19.8K Hold
863
– – ﹤0.01% 1018
2024
Q2 		$22.7K Hold
863
– – ﹤0.01% 902
2024
Q1 		$18.8K Sell
863
-449
-34% -$9.55K ﹤0.01% 758
2023
Q4 		$27.3K Hold
1,312
– – ﹤0.01% 618
2023
Q3 		$19.8K Hold
1,312
– – ﹤0.01% 625
2023
Q2 		$17.4K Sell
1,312
-113
-8% -$1.53K ﹤0.01% 571
2023
Q1 		$21K Buy
+1,425
New +$20.2K ﹤0.01% 588

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

Venturi Wealth Management's KD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Kyndryl (KD) in Q1 2025, closing a stake of 863 shares — an estimated $29.9K sold.

Venturi Wealth Management first reported a position in KD in Q1 2023 and held it in 8 quarters. The position peaked at $29.9K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 863 Kyndryl shares in Q1 2025, an estimated $29.9K.
  • Venturi Wealth Management first reported a position in Kyndryl in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Kyndryl position peaked at $29.9K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.