AWM
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Avaii Wealth Management’s KeyCorp KEY Stock Holding History

Avaii 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 		– Sell
-10,282
Closed -$146K – 142
2024
Q2 		$146K Sell
10,282
-887
-8% -$12.9K 0.08% 142
2024
Q1 		$177K Sell
11,169
-329
-3% -$4.75K 0.1% 136
2023
Q4 		$166K Sell
11,498
-1,655
-13% -$19.6K 0.11% 141
2023
Q3 		$142K Buy
+13,153
New +$146K 0.11% 141

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

Avaii Wealth Management's KEY Position: Q3 2024 in Review

Avaii Wealth Management sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 10,282 shares — an estimated $146K sold.

Avaii Wealth Management first reported a position in KEY in Q3 2023 and held it in 4 quarters. The position peaked at $177K in Q1 2024. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Avaii Wealth Management reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 10,282 KeyCorp shares in Q3 2024, an estimated $146K.
  • Avaii Wealth Management first reported a position in KeyCorp in Q3 2023 and held it in 4 quarters.
  • Avaii Wealth Management's KeyCorp position peaked at $177K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Avaii Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.