Kiely Wealth Advisory Group’s UBS Group UBS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-75	Closed	-$2.06K	–	317
2024 Q1	$2.06K	Buy	+75	New	+$2.22K	﹤0.01%	252

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiely Wealth Advisory Group's UBS Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of UBS Group (UBS) in Q2 2024, closing a stake of 75 shares — an estimated $2.06K sold.

Kiely Wealth Advisory Group first reported a position in UBS in Q1 2024 and held it in 1 quarter. The position peaked at $2.06K in Q1 2024. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Kiely Wealth Advisory Group reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Kiely Wealth Advisory Group sold 75 UBS Group shares in Q2 2024, an estimated $2.06K.
Kiely Wealth Advisory Group first reported a position in UBS Group in Q1 2024 and held it in 1 quarter.
Kiely Wealth Advisory Group's UBS Group position peaked at $2.06K in Q1 2024.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.