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Kiely Wealth Advisory Group’s Gartner IT Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$11.6K Hold
22
– – 0.01% 191
2024
Q3 		$12.1K Hold
22
– – 0.01% 191
2024
Q2 		$10.5K Hold
22
– – 0.01% 184
2024
Q1 		$9.9K Hold
22
– – 0.01% 173
2023
Q4 		$10.2K Buy
+22
New +$8.79K 0.01% 169

Other funds holding IT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Gartner (IT) position steady in Q4 2024 at 22 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #191.

Kiely Wealth Advisory Group first reported a position in IT in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.1K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Kiely Wealth Advisory Group held 22 shares of Gartner worth $11.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Gartner share count unchanged in Q4 2024.
  • Gartner made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #191 holding.
  • Kiely Wealth Advisory Group first reported a position in Gartner in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Gartner position peaked at $12.1K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

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