KWAG
SBH icon

Kiely Wealth Advisory Group’s Sally Beauty Holdings SBH Stock Holding History

Kiely Wealth Advisory Group’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.05K Hold
110
– – ﹤0.01% 302
2024
Q3 		$1.41K Hold
110
– – ﹤0.01% 297
2024
Q2 		$1.13K Hold
110
– – ﹤0.01% 288
2024
Q1 		$1.19K Hold
110
– – ﹤0.01% 264
2023
Q4 		$1.36K Buy
+110
New +$1.06K ﹤0.01% 256

Other funds holding SBH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Sally Beauty Holdings (SBH) position steady in Q4 2024 at 110 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Kiely Wealth Advisory Group first reported a position in SBH in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.41K in Q3 2024. 248 funds tracked by Wall St. Rank hold SBH as of Q4 2024.

  • Kiely Wealth Advisory Group held 110 shares of Sally Beauty Holdings worth $1.05K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Sally Beauty Holdings share count unchanged in Q4 2024.
  • Sally Beauty Holdings made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #302 holding.
  • Kiely Wealth Advisory Group first reported a position in Sally Beauty Holdings in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Sally Beauty Holdings position peaked at $1.41K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2024.

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