WIA
KD icon

Wetzel Investment Advisors’s Kyndryl KD Stock Holding History

Wetzel Investment Advisors’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
-81
Closed -$1.76K – 531
2024
Q2 		$1.76K Hold
81
– – ﹤0.01% 761
2024
Q1 		$1.59K Hold
81
– – ﹤0.01% 887
2023
Q4 		$2K Buy
+81
New +$1.38K ﹤0.01% 862

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's KD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Kyndryl (KD) in Q3 2024, closing a stake of 81 shares — an estimated $1.76K sold.

Wetzel Investment Advisors first reported a position in KD in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 81 Kyndryl shares in Q3 2024, an estimated $1.76K.
  • Wetzel Investment Advisors first reported a position in Kyndryl in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Kyndryl position peaked at $2K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.