WR Wealth Planners’s Kyndryl KD Stock Holding History

WR Wealth Planners’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 Q4	$346	Sell	10 -500	-98%	-$14.6K	﹤0.01%	1030
2024 Q3	$11.7K	Buy	510 +474	+1,317%	+$11.6K	﹤0.01%	600
2024 Q2	$947	Sell	36 -80	-69%	-$1.92K	﹤0.01%	961
2024 Q1	$2.52K	Buy	+116	New	+$2.47K	﹤0.01%	834
2023 Q4	–	Sell	-130	Closed	-$1.96K	–	544
2023 Q3	$1.96K	Buy	130 +4	+3%	+$59	﹤0.01%	779
2023 Q2	$1.67K	Buy	126 +22	+21%	+$298	﹤0.01%	791
2023 Q1	$1.53K	Buy	104 +14	+16%	+$199	﹤0.01%	800
2022 Q4	$1K	Hold	90	–	–	﹤0.01%	432
2022 Q3	$744	Hold	90	–	–	﹤0.01%	433
2022 Q2	$880	Sell	90 -14	-13%	-$163	﹤0.01%	461
2022 Q1	$1.36K	Buy	+104	New	+$1.56K	﹤0.01%	451

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WR Wealth Planners's KD Position: Q4 2024 in Review

WR Wealth Planners reduced its Kyndryl (KD) stake by 98% in Q4 2024, selling an estimated $14.6K and leaving 10 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

WR Wealth Planners first reported a position in KD in Q1 2022 and has held it in 11 quarters since. The position peaked at $11.7K in Q3 2024. 697 funds tracked by Wall St. Rank hold KD as of Q4 2024.

WR Wealth Planners held 10 shares of Kyndryl worth $346 as of Q4 2024.
WR Wealth Planners sold 500 Kyndryl shares in Q4 2024, an estimated $14.6K.
Kyndryl made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1030 holding.
WR Wealth Planners first reported a position in Kyndryl in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Kyndryl position peaked at $11.7K in Q3 2024.
697 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.