KWAG
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Kiely Wealth Advisory Group’s Citigroup C Stock Holding History

Kiely Wealth Advisory Group’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.04K Hold
50
– – ﹤0.01% 262
2024
Q3 		$3.46K Hold
50
– – ﹤0.01% 272
2024
Q2 		$2.9K Sell
50
-30
-38% -$1.85K ﹤0.01% 267
2024
Q1 		$5.06K Buy
+80
New +$4.45K ﹤0.01% 208

Other funds holding C

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Citigroup (C) position steady in Q4 2024 at 50 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Kiely Wealth Advisory Group first reported a position in C in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.06K in Q1 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Kiely Wealth Advisory Group held 50 shares of Citigroup worth $4.04K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Citigroup share count unchanged in Q4 2024.
  • Citigroup made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #262 holding.
  • Kiely Wealth Advisory Group first reported a position in Citigroup in Q1 2024 and has held it in 4 quarters since.
  • Kiely Wealth Advisory Group's Citigroup position peaked at $5.06K in Q1 2024.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

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