BWM
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Baystate Wealth Management’s KeyCorp KEY Stock Holding History

Baystate 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
2023
Q4 		$14.2K Buy
987
+320
+48% +$3.8K ﹤0.01% 646
2023
Q3 		$7.18K Sell
667
-3,351
-83% -$37.1K ﹤0.01% 640
2023
Q2 		$37.1K Buy
4,018
+78
+2% +$814 ﹤0.01% 368
2023
Q1 		$49.3K Buy
3,940
+3,311
+526% +$55.9K ﹤0.01% 338
2022
Q4 		$11K Buy
629
+7
+1% +$123 ﹤0.01% 558
2022
Q3 		$10K Buy
622
+6
+1% +$107 ﹤0.01% 542
2022
Q2 		$11K Buy
616
+7
+1% +$135 ﹤0.01% 541
2022
Q1 		$14K Sell
609
-247
-29% -$6.14K ﹤0.01% 515
2021
Q4 		$20K Buy
856
+257
+43% +$5.96K ﹤0.01% 471
2021
Q3 		$13K Buy
599
+5
+0.8% +$101 ﹤0.01% 495
2021
Q2 		$12K Buy
594
+5
+0.8% +$109 ﹤0.01% 489
2021
Q1 		$12K Buy
589
+33
+6% +$637 ﹤0.01% 446
2020
Q4 		$9K Buy
556
+6
+1% +$87 ﹤0.01% 436
2020
Q3 		$7K Buy
+550
New +$6.7K ﹤0.01% 430
2020
Q2 		– Sell
-905
Closed -$9K – 695
2020
Q1 		$9K Buy
905
+13
+1% +$216 ﹤0.01% 378
2019
Q4 		$18K Buy
892
+8
+0.9% +$151 ﹤0.01% 332
2019
Q3 		$16K Buy
884
+10
+1% +$173 ﹤0.01% 310
2019
Q2 		$16K Buy
874
+8
+0.9% +$135 ﹤0.01% 326
2019
Q1 		$15K Buy
866
+9
+1% +$150 ﹤0.01% 335
2018
Q4 		$14K Buy
857
+9
+1% +$158 ﹤0.01% 341
2018
Q3 		$17K Buy
848
+6
+0.7% +$125 ﹤0.01% 318
2018
Q2 		$17K Buy
842
+5
+0.6% +$100 ﹤0.01% 309
2018
Q1 		$17K Buy
+837
New +$17.5K ﹤0.01% 304
2017
Q3 		– Sell
-20
Closed -$1K – 676
2017
Q2 		$1K Hold
20
– – ﹤0.01% 584
2017
Q1 		$1K Buy
+20
New +$366 ﹤0.01% 549
2013
Q3 		– Sell
-886
Closed -$10K – 136
2013
Q2 		$10K Buy
+886
New +$9.11K ﹤0.01% 187

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baystate Wealth Management's KEY Position: Q4 2023 in Review

Baystate Wealth Management increased its KeyCorp (KEY) stake by 48% in Q4 2023, buying an estimated $3.8K and bringing the position to 987 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Baystate Wealth Management first reported a position in KEY in Q2 2013 and has held it in 26 quarters since. The position peaked at $49.3K in Q1 2023. 797 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • Baystate Wealth Management held 987 shares of KeyCorp worth $14.2K as of Q4 2023.
  • Baystate Wealth Management bought 320 KeyCorp shares in Q4 2023, an estimated $3.8K.
  • KeyCorp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #646 holding.
  • Baystate Wealth Management first reported a position in KeyCorp in Q2 2013 and has held it in 26 quarters since.
  • Baystate Wealth Management's KeyCorp position peaked at $49.3K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.