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Kiely Wealth Advisory Group’s Marriott Vacations Worldwide VAC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.78K Hold
45
– – ﹤0.01% 266
2024
Q3 		$4.25K Hold
45
– – ﹤0.01% 258
2024
Q2 		$3.19K Hold
45
– – ﹤0.01% 262
2024
Q1 		$4.46K Hold
45
– – ﹤0.01% 218
2023
Q4 		$3.98K Buy
+45
New +$3.84K ﹤0.01% 218

Other funds holding VAC

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Marriott Vacations Worldwide (VAC) position steady in Q4 2024 at 45 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Kiely Wealth Advisory Group first reported a position in VAC in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.46K in Q1 2024. 332 funds tracked by Wall St. Rank hold VAC as of Q4 2024.

  • Kiely Wealth Advisory Group held 45 shares of Marriott Vacations Worldwide worth $3.78K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Marriott Vacations Worldwide share count unchanged in Q4 2024.
  • Marriott Vacations Worldwide made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #266 holding.
  • Kiely Wealth Advisory Group first reported a position in Marriott Vacations Worldwide in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Marriott Vacations Worldwide position peaked at $4.46K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2024.

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