KWAG
PM icon

Kiely Wealth Advisory Group’s Philip Morris PM Stock Holding History

Kiely Wealth Advisory Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$84.6K Hold
577
– – 0.05% 99
2024
Q3 		$72K Hold
577
– – 0.05% 105
2024
Q2 		$67K Hold
577
– – 0.04% 94
2024
Q1 		$54.9K Hold
577
– – 0.03% 99
2023
Q4 		$52.7K Buy
+577
New +$53.2K 0.03% 99

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Philip Morris (PM) position steady in Q4 2024 at 577 shares worth $84.6K. The position accounts for 0.05% of the portfolio, ranked #99.

Kiely Wealth Advisory Group first reported a position in PM in Q4 2023 and has held it in 5 quarters since. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Kiely Wealth Advisory Group held 577 shares of Philip Morris worth $84.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Philip Morris share count unchanged in Q4 2024.
  • Philip Morris made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #99 holding.
  • Kiely Wealth Advisory Group first reported a position in Philip Morris in Q4 2023 and has held it in 5 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

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