KWAG
L icon

Kiely Wealth Advisory Group’s Loews L Stock Holding History

Kiely Wealth Advisory Group’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$20.6K Hold
240
– – 0.01% 159
2024
Q3 		$20.1K Hold
240
– – 0.01% 163
2024
Q2 		$18.5K Hold
240
– – 0.01% 152
2024
Q1 		$18.2K Hold
240
– – 0.01% 141
2023
Q4 		$17.6K Buy
+240
New +$16K 0.01% 141

Other funds holding L

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Loews (L) position steady in Q4 2024 at 240 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #159.

Kiely Wealth Advisory Group first reported a position in L in Q4 2023 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold L as of Q4 2024.

  • Kiely Wealth Advisory Group held 240 shares of Loews worth $20.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Loews share count unchanged in Q4 2024.
  • Loews made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #159 holding.
  • Kiely Wealth Advisory Group first reported a position in Loews in Q4 2023 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held Loews as of Q4 2024.

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