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Kiely Wealth Advisory Group’s Blackbaud BLKB Stock Holding History

Kiely Wealth Advisory Group’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$250K Sell
3,131
-40
-1% -$3.27K 0.16% 54
2024
Q3 		$273K Hold
3,171
– – 0.17% 51
2024
Q2 		$241K Hold
3,171
– – 0.13% 39
2024
Q1 		$250K Hold
3,171
– – 0.14% 36
2023
Q4 		$267K Buy
+3,171
New +$240K 0.15% 35

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 BLKB Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Blackbaud (BLKB) stake by 1.3% in Q4 2024, selling an estimated $3.27K and leaving 3,131 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #54.

Kiely Wealth Advisory Group first reported a position in BLKB in Q4 2023 and has held it in 5 quarters since. The position peaked at $273K in Q3 2024. 277 funds tracked by Wall St. Rank hold BLKB as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,131 shares of Blackbaud worth $250K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 40 Blackbaud shares in Q4 2024, an estimated $3.27K.
  • Blackbaud made up 0.16% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #54 holding.
  • Kiely Wealth Advisory Group first reported a position in Blackbaud in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Blackbaud position peaked at $273K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Blackbaud as of Q4 2024.

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