KWAG
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Kiely Wealth Advisory Group’s Blackrock BLK Stock Holding History

Kiely Wealth Advisory Group’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$449K Hold
456
– – 0.29% 28
2024
Q3 		$474K Hold
456
– – 0.3% 22
2024
Q2 		$389K Buy
456
+6
+1% +$4.68K 0.21% 22
2024
Q1 		$344K Hold
450
– – 0.2% 27
2023
Q4 		$356K Buy
+450
New +$314K 0.21% 23

Other funds holding BLK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Blackrock (BLK) position steady in Q4 2024 at 456 shares worth $449K. The position accounts for 0.29% of the portfolio, ranked #28.

Kiely Wealth Advisory Group first reported a position in BLK in Q4 2023 and has held it in 5 quarters since. The position peaked at $474K in Q3 2024. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Kiely Wealth Advisory Group held 456 shares of Blackrock worth $449K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Blackrock share count unchanged in Q4 2024.
  • Blackrock made up 0.29% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #28 holding.
  • Kiely Wealth Advisory Group first reported a position in Blackrock in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Blackrock position peaked at $474K in Q3 2024.
  • 2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

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