Kiely Wealth Advisory Group’s Wells Fargo WFC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$15.8K	Hold	200	–	–	0.01%	171
2024 Q3	$14.5K	Hold	200	–	–	0.01%	176
2024 Q2	$10.6K	Hold	200	–	–	0.01%	182
2024 Q1	$12K	Hold	200	–	–	0.01%	159
2023 Q4	$10K	Buy	+200	New	+$8.63K	0.01%	171

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Wells Fargo (WFC) position steady in Q4 2024 at 200 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #171.

Kiely Wealth Advisory Group first reported a position in WFC in Q4 2023 and has held it in 5 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Kiely Wealth Advisory Group held 200 shares of Wells Fargo worth $15.8K as of Q4 2024.
Kiely Wealth Advisory Group left its Wells Fargo share count unchanged in Q4 2024.
Wells Fargo made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #171 holding.
Kiely Wealth Advisory Group first reported a position in Wells Fargo in Q4 2023 and has held it in 5 quarters since.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

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