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Kiely Wealth Advisory Group’s Factset FDS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5.07K Hold
11
– – ﹤0.01% 248
2024
Q3 		$5.34K Hold
11
– – ﹤0.01% 245
2024
Q2 		$4.43K Hold
11
– – ﹤0.01% 237
2024
Q1 		$4.67K Hold
11
– – ﹤0.01% 215
2023
Q4 		$5.19K Buy
+11
New +$4.95K ﹤0.01% 203

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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 FDS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Factset (FDS) position steady in Q4 2024 at 11 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Kiely Wealth Advisory Group first reported a position in FDS in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.34K in Q3 2024. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Kiely Wealth Advisory Group held 11 shares of Factset worth $5.07K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Factset share count unchanged in Q4 2024.
  • Factset made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #248 holding.
  • Kiely Wealth Advisory Group first reported a position in Factset in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Factset position peaked at $5.34K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

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