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Baker Avenue Asset Management’s KeyCorp KEY Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-1,070
Closed -$11.5K – 955
2023
Q3 		$11.5K Buy
1,070
+70
+7% +$775 ﹤0.01% 738
2023
Q2 		$9.24K Sell
1,000
-1,000
-50% -$10.4K ﹤0.01% 747
2023
Q1 		$25K Sell
2,000
-17,786
-90% -$300K ﹤0.01% 628
2022
Q4 		$345K Buy
+19,786
New +$348K 0.02% 286

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baker Avenue Asset Management's KEY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 1,070 shares — an estimated $11.5K sold.

Baker Avenue Asset Management first reported a position in KEY in Q4 2022 and held it in 4 quarters. The position peaked at $345K in Q4 2022. 799 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,070 KeyCorp shares in Q4 2023, an estimated $11.5K.
  • Baker Avenue Asset Management first reported a position in KeyCorp in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's KeyCorp position peaked at $345K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.