AWM
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Axxcess Wealth Management’s KeyCorp KEY Stock Holding History

Axxcess 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
Q2 		– Sell
-30,838
Closed -$488K – 907
2024
Q1 		$488K Buy
+30,838
New +$445K 0.01% 543
2023
Q4 		– Sell
-18,538
Closed -$199K – 898
2023
Q3 		$199K Buy
+18,538
New +$205K 0.01% 741
2022
Q4 		– Sell
-11,155
Closed -$179K – 641
2022
Q3 		$179K Sell
11,155
-13
-0.1% -$233 0.02% 509
2022
Q2 		$192K Sell
11,168
-93
-0.8% -$1.8K 0.02% 500
2022
Q1 		$252K Buy
11,261
+538
+5% +$13.4K 0.02% 521
2021
Q4 		$248K Buy
+10,723
New +$249K 0.02% 535

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's KEY Position: Q2 2024 in Review

Axxcess Wealth Management sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 30,838 shares — an estimated $488K sold.

Axxcess Wealth Management first reported a position in KEY in Q4 2021 and held it in 6 quarters. The position peaked at $488K in Q1 2024. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Axxcess Wealth Management reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 30,838 KeyCorp shares in Q2 2024, an estimated $488K.
  • Axxcess Wealth Management first reported a position in KeyCorp in Q4 2021 and held it in 6 quarters.
  • Axxcess Wealth Management's KeyCorp position peaked at $488K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.