KWAG
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Kiely Wealth Advisory Group’s Wabtec WAB Stock Holding History

Kiely Wealth Advisory Group’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.54K Hold
17
– – ﹤0.01% 273
2024
Q3 		$3.4K Hold
17
– – ﹤0.01% 273
2024
Q2 		$2.63K Hold
17
– – ﹤0.01% 269
2024
Q1 		$2.78K Hold
17
– – ﹤0.01% 241
2023
Q4 		$2.21K Buy
+17
New +$1.92K ﹤0.01% 241

Other funds holding WAB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Wabtec (WAB) position steady in Q4 2024 at 17 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Kiely Wealth Advisory Group first reported a position in WAB in Q4 2023 and has held it in 5 quarters since. 1,061 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

  • Kiely Wealth Advisory Group held 17 shares of Wabtec worth $3.54K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Wabtec share count unchanged in Q4 2024.
  • Wabtec made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #273 holding.
  • Kiely Wealth Advisory Group first reported a position in Wabtec in Q4 2023 and has held it in 5 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

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