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Kiely Wealth Advisory Group’s Carlisle Companies CSL Stock Holding History

Kiely Wealth Advisory Group’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$13.1K Hold
37
– – 0.01% 184
2024
Q3 		$16.9K Hold
37
– – 0.01% 169
2024
Q2 		$14.2K Hold
37
– – 0.01% 163
2024
Q1 		$14.9K Hold
37
– – 0.01% 149
2023
Q4 		$11.5K Buy
+37
New +$10.2K 0.01% 159

Other funds holding CSL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Carlisle Companies (CSL) position steady in Q4 2024 at 37 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #184.

Kiely Wealth Advisory Group first reported a position in CSL in Q4 2023 and has held it in 5 quarters since. The position peaked at $16.9K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • Kiely Wealth Advisory Group held 37 shares of Carlisle Companies worth $13.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Carlisle Companies share count unchanged in Q4 2024.
  • Carlisle Companies made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #184 holding.
  • Kiely Wealth Advisory Group first reported a position in Carlisle Companies in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Carlisle Companies position peaked at $16.9K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

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