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Kiely Wealth Advisory Group’s Warner Bros WBD Stock Holding History

Kiely Wealth Advisory Group’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$998 Hold
100
– – ﹤0.01% 304
2024
Q3 		$913 Hold
100
– – ﹤0.01% 303
2024
Q2 		$700 Buy
100
+28
+39% +$224 ﹤0.01% 292
2024
Q1 		$591 Sell
72
-663
-90% -$6.39K ﹤0.01% 273
2023
Q4 		$7.77K Buy
+735
New +$7.93K ﹤0.01% 186

Other funds holding WBD

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Warner Bros (WBD) position steady in Q4 2024 at 100 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Kiely Wealth Advisory Group first reported a position in WBD in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.77K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of Warner Bros worth $998 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Warner Bros share count unchanged in Q4 2024.
  • Warner Bros made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #304 holding.
  • Kiely Wealth Advisory Group first reported a position in Warner Bros in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Warner Bros position peaked at $7.77K in Q4 2023.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

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