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Kiely Wealth Advisory Group’s Linde LIN Stock Holding History

Kiely Wealth Advisory Group’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$24.4K Buy
+53
New +$24.2K 0.02% 151
2024
Q2 		– Sell
-53
Closed -$23.5K – 311
2024
Q1 		$23.5K Buy
+53
New +$22.9K 0.01% 133

Other funds holding LIN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kiely Wealth Advisory Group opened a new position in Linde (LIN) in Q4 2024: 53 shares worth $24.4K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings. This is a return to the name: Kiely Wealth Advisory Group previously reported a position in LIN as recently as Q1 2024.

Kiely Wealth Advisory Group first reported a position in LIN in Q1 2024 and has held it in 2 quarters since. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Kiely Wealth Advisory Group held 53 shares of Linde worth $24.4K as of Q4 2024.
  • Linde was a new Kiely Wealth Advisory Group position in Q4 2024.
  • Linde made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #151 holding.
  • Kiely Wealth Advisory Group first reported a position in Linde in Q1 2024 and has held it in 2 quarters since.
  • 2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

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