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WealthPlan Investment Management’s Kyndryl KD Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-51
Closed -$677 – 255
2023
Q2 		$677 Hold
51
– – ﹤0.01% 343
2023
Q1 		$753 Buy
+51
New +$724 ﹤0.01% 416

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's KD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Kyndryl (KD) in Q3 2023, closing a stake of 51 shares — an estimated $677 sold.

WealthPlan Investment Management first reported a position in KD in Q1 2023 and held it in 2 quarters. The position peaked at $753 in Q1 2023. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 51 Kyndryl shares in Q3 2023, an estimated $677.
  • WealthPlan Investment Management first reported a position in Kyndryl in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Kyndryl position peaked at $753 in Q1 2023.
  • 570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.