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Physician Wealth Advisors’s Kelly Services Class A KELYA Stock Holding History

Physician Wealth Advisors’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49
Closed -$684 – 1485
2024
Q4 		$684 Buy
+49
New +$827 ﹤0.01% 1044

Other funds holding KELYA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Physician Wealth Advisors's KELYA Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Kelly Services Class A (KELYA) in Q1 2025, closing a stake of 49 shares — an estimated $684 sold.

Physician Wealth Advisors first reported a position in KELYA in Q4 2024 and held it in 1 quarter. The position peaked at $684 in Q4 2024. 175 funds tracked by Wall St. Rank hold KELYA as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Kelly Services Class A position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 49 Kelly Services Class A shares in Q1 2025, an estimated $684.
  • Physician Wealth Advisors first reported a position in Kelly Services Class A in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Kelly Services Class A position peaked at $684 in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Kelly Services Class A as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.