Worth Asset Management’s Kyndryl KD Stock Holding History

Worth Asset 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	-72	Closed	-$956	–	258
2023 Q2	$956	Hold	72	–	–	﹤0.01%	417
2023 Q1	$1.06K	Hold	72	–	–	﹤0.01%	439
2022 Q4	$801	Hold	72	–	–	﹤0.01%	434
2022 Q3	$1K	Hold	72	–	–	﹤0.01%	428
2022 Q2	$1K	Hold	72	–	–	﹤0.01%	496
2022 Q1	$1K	Buy	+72	New	+$1.08K	﹤0.01%	505

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Worth Asset Management's KD Position: Q3 2023 in Review

Worth Asset Management sold out of Kyndryl (KD) in Q3 2023, closing a stake of 72 shares — an estimated $956 sold.

Worth Asset Management first reported a position in KD in Q1 2022 and held it in 6 quarters. The position peaked at $1.06K in Q1 2023. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

Worth Asset Management reported no remaining Kyndryl position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 72 Kyndryl shares in Q3 2023, an estimated $956.
Worth Asset Management first reported a position in Kyndryl in Q1 2022 and held it in 6 quarters.
Worth Asset Management's Kyndryl position peaked at $1.06K in Q1 2023.
570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.