Wealth Effects’s Kyndryl KD Stock Holding History

Wealth Effects’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	-15,738	Closed	-$175K	–	203
2022 Q4	$175K	Sell	15,738 -1,700	-10%	-$17.1K	0.1%	172
2022 Q3	$144K	Sell	17,438 -500	-3%	-$5.2K	0.09%	167
2022 Q2	$175K	Buy	+17,938	New	+$209K	0.11%	166

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

Wealth Effects's KD Position: Q1 2023 in Review

Wealth Effects sold out of Kyndryl (KD) in Q1 2023, closing a stake of 15,738 shares — an estimated $175K sold.

Wealth Effects first reported a position in KD in Q2 2022 and held it in 3 quarters. The position peaked at $175K in Q4 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

Wealth Effects reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
Wealth Effects sold 15,738 Kyndryl shares in Q1 2023, an estimated $175K.
Wealth Effects first reported a position in Kyndryl in Q2 2022 and held it in 3 quarters.
Wealth Effects's Kyndryl position peaked at $175K in Q4 2022.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Wealth Effects's 13F filing for Q1 2023, filed 4 May 2023.