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Kiely Wealth Advisory Group’s Boeing BA Stock Holding History

Kiely Wealth Advisory Group’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$35.7K Hold
198
– – 0.02% 128
2024
Q3 		$28.9K Hold
198
– – 0.02% 147
2024
Q2 		$33.4K Buy
+198
New +$35.3K 0.02% 123

Other funds holding BA

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kiely Wealth Advisory Group's BA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Boeing (BA) position steady in Q4 2024 at 198 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #128.

Kiely Wealth Advisory Group first reported a position in BA in Q2 2024 and has held it in 3 quarters since. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Kiely Wealth Advisory Group held 198 shares of Boeing worth $35.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Boeing share count unchanged in Q4 2024.
  • Boeing made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #128 holding.
  • Kiely Wealth Advisory Group first reported a position in Boeing in Q2 2024 and has held it in 3 quarters since.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.