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Kiely Wealth Advisory Group’s Essent Group ESNT Stock Holding History

Kiely Wealth Advisory Group’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.67K Hold
132
– – ﹤0.01% 221
2024
Q3 		$7.51K Hold
132
– – ﹤0.01% 221
2024
Q2 		$7.85K Hold
132
– – ﹤0.01% 201
2024
Q1 		$7.15K Hold
132
– – ﹤0.01% 187
2023
Q4 		$7.34K Buy
+132
New +$6.46K ﹤0.01% 187

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Essent Group (ESNT) position steady in Q4 2024 at 132 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Kiely Wealth Advisory Group first reported a position in ESNT in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.85K in Q2 2024. 311 funds tracked by Wall St. Rank hold ESNT as of Q4 2024.

  • Kiely Wealth Advisory Group held 132 shares of Essent Group worth $7.67K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Essent Group share count unchanged in Q4 2024.
  • Essent Group made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #221 holding.
  • Kiely Wealth Advisory Group first reported a position in Essent Group in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Essent Group position peaked at $7.85K in Q2 2024.
  • 311 funds tracked by Wall St. Rank held Essent Group as of Q4 2024.

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