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Kiely Wealth Advisory Group’s Morningstar MORN Stock Holding History

Kiely Wealth Advisory Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.49K Hold
20
– – ﹤0.01% 231
2024
Q3 		$7.03K Hold
20
– – ﹤0.01% 227
2024
Q2 		$6.1K Hold
20
– – ﹤0.01% 220
2024
Q1 		$5.72K Hold
20
– – ﹤0.01% 199
2023
Q4 		$5.55K Buy
+20
New +$5.21K ﹤0.01% 198

Other funds holding MORN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Morningstar (MORN) position steady in Q4 2024 at 20 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Kiely Wealth Advisory Group first reported a position in MORN in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.03K in Q3 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • Kiely Wealth Advisory Group held 20 shares of Morningstar worth $6.49K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Morningstar share count unchanged in Q4 2024.
  • Morningstar made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #231 holding.
  • Kiely Wealth Advisory Group first reported a position in Morningstar in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Morningstar position peaked at $7.03K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

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