BHPW
KEY icon

Beverly Hills Private Wealth’s KeyCorp KEY Stock Holding History

Beverly Hills Private Wealth’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
-19,949
Closed -$334K – 348
2024
Q3 		$334K Sell
19,949
-2,392
-11% -$38K 0.07% 252
2024
Q2 		$317K Buy
22,341
+2,687
+14% +$39K 0.07% 261
2024
Q1 		$311K Buy
19,654
+2,197
+13% +$31.7K 0.07% 268
2023
Q4 		$251K Sell
17,457
-6,618
-27% -$78.6K 0.07% 285
2023
Q3 		$259K Sell
24,075
-23,907
-50% -$265K 0.08% 245
2023
Q2 		$572K Sell
47,982
-4,253
-8% -$44.4K 0.09% 215
2023
Q1 		$654K Buy
52,235
+2,279
+5% +$38.5K 0.2% 114
2022
Q4 		$870K Buy
+49,956
New +$879K 0.38% 74

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return