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Baldwin Wealth Partners’s KeyCorp KEY Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-2,417
Closed -$40.5K – 656
2024
Q3 		$40.5K Sell
2,417
-67
-3% -$1.06K ﹤0.01% 590
2024
Q2 		$35.3K Buy
2,484
+67
+3% +$972 ﹤0.01% 396
2024
Q1 		$38.2K Hold
2,417
– – ﹤0.01% 400
2023
Q4 		$34.8K Buy
+2,417
New +$28.7K ﹤0.01% 424

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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
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

Baldwin Wealth Partners's KEY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 2,417 shares — an estimated $40.5K sold.

Baldwin Wealth Partners first reported a position in KEY in Q4 2023 and held it in 4 quarters. The position peaked at $40.5K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,417 KeyCorp shares in Q4 2024, an estimated $40.5K.
  • Baldwin Wealth Partners first reported a position in KeyCorp in Q4 2023 and held it in 4 quarters.
  • Baldwin Wealth Partners's KeyCorp position peaked at $40.5K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.