AFWM
KEY icon

Abich Financial Wealth Management’s KeyCorp KEY Stock Holding History

Abich Financial Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.63K Sell
97
-6,963
-99% -$110K ﹤0.01% 350
2024
Q2 		$100K Buy
7,060
+1,679
+31% +$24.4K 0.07% 94
2024
Q1 		$85.1K Buy
5,381
+1,727
+47% +$24.9K 0.07% 96
2023
Q4 		$52.6K Buy
+3,654
New +$43.4K 0.05% 105

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Abich Financial Wealth Management's KEY Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its KeyCorp (KEY) stake by 99% in Q3 2024, selling an estimated $110K and leaving 97 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Abich Financial Wealth Management first reported a position in KEY in Q4 2023 and has held it in 4 quarters since. The position peaked at $100K in Q2 2024. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Abich Financial Wealth Management held 97 shares of KeyCorp worth $1.63K as of Q3 2024.
  • Abich Financial Wealth Management sold 6,963 KeyCorp shares in Q3 2024, an estimated $110K.
  • KeyCorp made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #350 holding.
  • Abich Financial Wealth Management first reported a position in KeyCorp in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's KeyCorp position peaked at $100K in Q2 2024.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.