Kiely Wealth Advisory Group, Inc. BSV β€” BOSTON SCIENTIFIC CORP

Ownership history in Kiely Wealth Advisory Group, Inc.  Β·  2 quarters on record

AI Ownership Summary

Kiely Wealth Advisory Group, Inc. reported BOSTON SCIENTIFIC CORP (BSV) in 2 quarterly 13F filings from 2024 Q3 through 2024 Q4. Peak portfolio weight reached 4.36% in 2024 Q4. The latest visible filing shows BSV at 4.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kiely Wealth Advisory Group, Inc.'s position in BOSTON SCIENTIFIC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

BSV was reported at 4.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.36% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kiely Wealth Advisory Group, Inc. held BSV β€” position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED β€” β€” β€” 87,702 +10,777 +14.0% 4.36% $6.8M 2025-02-14 (Est.) $73.57
2024 Q3 INITIATED β€” β€” β€” 76,925 β€” β€” 3.76% $5.9M 2024-11-14 $72.63

FAQ About Kiely Wealth Advisory Group, Inc. and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kiely Wealth Advisory Group, Inc. reported owning BSV?

Kiely Wealth Advisory Group, Inc. reported BSV across 2 quarterly 13F filings, from 2024 Q3 through 2024 Q4.

What was the largest reported BSV position in Kiely Wealth Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for BSV was 4.36% in 2024 Q4.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2024 Q4, when Kiely Wealth Advisory Group, Inc. reported 87,702 shares, equal to 4.36% of portfolio, with an estimated market value of $6.8M.

What does the chart on this BSV ownership page compare?

The chart compares Kiely Wealth Advisory Group, Inc.'s quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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