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Kiely Wealth Advisory Group’s LGI Homes LGIH Stock Holding History

Kiely Wealth Advisory Group’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.04K Hold
95
– – 0.01% 214
2024
Q3 		$10K Hold
95
– – 0.01% 199
2024
Q2 		$9.41K Hold
95
– – 0.01% 191
2024
Q1 		$9.14K Hold
95
– – 0.01% 176
2023
Q4 		$11.3K Buy
+95
New +$10.5K 0.01% 160

Other funds holding LGIH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its LGI Homes (LGIH) position steady in Q4 2024 at 95 shares worth $8.04K. The position accounts for 0.01% of the portfolio, ranked #214.

Kiely Wealth Advisory Group first reported a position in LGIH in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.3K in Q4 2023. 227 funds tracked by Wall St. Rank hold LGIH as of Q4 2024.

  • Kiely Wealth Advisory Group held 95 shares of LGI Homes worth $8.04K as of Q4 2024.
  • Kiely Wealth Advisory Group left its LGI Homes share count unchanged in Q4 2024.
  • LGI Homes made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #214 holding.
  • Kiely Wealth Advisory Group first reported a position in LGI Homes in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's LGI Homes position peaked at $11.3K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held LGI Homes as of Q4 2024.

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