Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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KWAG
Kiely Wealth Advisory Group’s
Pacer Trendpilot 100 ETF
PTNQ
Stock Holding History
Kiely Wealth Advisory Group’s Portfolio
PTNQ Stock Details
PTNQ Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-921
Closed
-$69.5K
–
316
2024
Q3
$69.5K
Hold
921
–
–
0.04%
107
2024
Q2
$63.9K
Hold
921
–
–
0.04%
97
2024
Q1
$62.5K
Hold
921
–
–
0.04%
93
2023
Q4
$61.6K
Buy
+921
New
+$61.6K
0.04%
89
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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