WealthPLAN Partners’s Kyndryl KD Stock Holding History

WealthPLAN Partners’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	-398	Closed	-$5.29K	–	741
2023 Q2	$5.29K	Hold	398	–	–	﹤0.01%	897
2023 Q1	$5.87K	Buy	+398	New	+$5.65K	﹤0.01%	972

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's KD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kyndryl (KD) in Q3 2023, closing a stake of 398 shares — an estimated $5.29K sold.

WealthPLAN Partners first reported a position in KD in Q1 2023 and held it in 2 quarters. The position peaked at $5.87K in Q1 2023. 571 funds tracked by Wall St. Rank hold KD as of Q3 2023.

WealthPLAN Partners reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 398 Kyndryl shares in Q3 2023, an estimated $5.29K.
WealthPLAN Partners first reported a position in Kyndryl in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Kyndryl position peaked at $5.87K in Q1 2023.
571 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.