VisionPoint Advisory Group’s Kyndryl KD Stock Holding History

VisionPoint Advisory Group’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	-106	Closed	-$2.79K	–	521
2024 Q2	$2.79K	Sell	106 -135	-56%	-$3.24K	﹤0.01%	623
2024 Q1	$5.24K	Buy	241 +3	+1%	+$64	﹤0.01%	531
2023 Q4	$4.95K	Sell	238 -36	-13%	-$615	﹤0.01%	492
2023 Q3	$4.14K	Buy	+274	New	+$4.06K	﹤0.01%	520

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's KD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Kyndryl (KD) in Q3 2024, closing a stake of 106 shares — an estimated $2.79K sold.

VisionPoint Advisory Group first reported a position in KD in Q3 2023 and held it in 4 quarters. The position peaked at $5.24K in Q1 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

VisionPoint Advisory Group reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 106 Kyndryl shares in Q3 2024, an estimated $2.79K.
VisionPoint Advisory Group first reported a position in Kyndryl in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Kyndryl position peaked at $5.24K in Q1 2024.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.