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Kiely Wealth Advisory Group’s Goldman Sachs GS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$16.3K Hold
25
– – 0.01% 169
2024
Q3 		$14.9K Hold
25
– – 0.01% 175
2024
Q2 		$12.2K Hold
25
– – 0.01% 172
2024
Q1 		$10.8K Hold
25
– – 0.01% 166
2023
Q4 		$9.48K Buy
+25
New +$8.34K 0.01% 173

Other funds holding GS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Goldman Sachs (GS) position steady in Q4 2024 at 25 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #169.

Kiely Wealth Advisory Group first reported a position in GS in Q4 2023 and has held it in 5 quarters since. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Kiely Wealth Advisory Group held 25 shares of Goldman Sachs worth $16.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Goldman Sachs share count unchanged in Q4 2024.
  • Goldman Sachs made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #169 holding.
  • Kiely Wealth Advisory Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 5 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

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