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Kiely Wealth Advisory Group’s WEX WEX Stock Holding History

Kiely Wealth Advisory Group’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.7K Hold
24
– – ﹤0.01% 267
2024
Q3 		$4.37K Hold
24
– – ﹤0.01% 256
2024
Q2 		$4.17K Hold
24
– – ﹤0.01% 242
2024
Q1 		$5.26K Hold
24
– – ﹤0.01% 204
2023
Q4 		$4.99K Buy
+24
New +$4.35K ﹤0.01% 206

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its WEX (WEX) position steady in Q4 2024 at 24 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Kiely Wealth Advisory Group first reported a position in WEX in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.26K in Q1 2024. 429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Kiely Wealth Advisory Group held 24 shares of WEX worth $3.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its WEX share count unchanged in Q4 2024.
  • WEX made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #267 holding.
  • Kiely Wealth Advisory Group first reported a position in WEX in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's WEX position peaked at $5.26K in Q1 2024.
  • 429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

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