KWAG
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Kiely Wealth Advisory Group’s Visa V Stock Holding History

Kiely Wealth Advisory Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$96.6K Hold
275
– – 0.06% 89
2024
Q3 		$85.1K Hold
275
– – 0.05% 97
2024
Q2 		$71.2K Hold
275
– – 0.04% 90
2024
Q1 		$75.2K Hold
275
– – 0.04% 84
2023
Q4 		$74K Buy
+275
New +$67.8K 0.04% 83

Other funds holding V

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Visa (V) position steady in Q4 2024 at 275 shares worth $96.6K. The position accounts for 0.06% of the portfolio, ranked #89.

Kiely Wealth Advisory Group first reported a position in V in Q4 2023 and has held it in 5 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Kiely Wealth Advisory Group held 275 shares of Visa worth $96.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Visa share count unchanged in Q4 2024.
  • Visa made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #89 holding.
  • Kiely Wealth Advisory Group first reported a position in Visa in Q4 2023 and has held it in 5 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

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