BHPW
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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 $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

Beverly Hills Private Wealth's KEY Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 19,949 shares — an estimated $334K sold.

Beverly Hills Private Wealth first reported a position in KEY in Q4 2022 and held it in 8 quarters. The position peaked at $870K in Q4 2022. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 19,949 KeyCorp shares in Q4 2024, an estimated $334K.
  • Beverly Hills Private Wealth first reported a position in KeyCorp in Q4 2022 and held it in 8 quarters.
  • Beverly Hills Private Wealth's KeyCorp position peaked at $870K in Q4 2022.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.