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Kiely Wealth Advisory Group’s Uber UBER Stock Holding History

Kiely Wealth Advisory Group’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.99K Hold
38
– – ﹤0.01% 281
2024
Q3 		$2.72K Hold
38
– – ﹤0.01% 279
2024
Q2 		$2.61K Hold
38
– – ﹤0.01% 270
2024
Q1 		$2.6K Hold
38
– – ﹤0.01% 243
2023
Q4 		$2.51K Buy
+38
New +$1.99K ﹤0.01% 237

Other funds holding UBER

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Uber (UBER) position steady in Q4 2024 at 38 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Kiely Wealth Advisory Group first reported a position in UBER in Q4 2023 and has held it in 5 quarters since. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Kiely Wealth Advisory Group held 38 shares of Uber worth $2.99K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Uber share count unchanged in Q4 2024.
  • Uber made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #281 holding.
  • Kiely Wealth Advisory Group first reported a position in Uber in Q4 2023 and has held it in 5 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

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