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Buckingham Strategic Wealth’s KeyCorp KEY Stock Holding History

Buckingham Strategic 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
Q2 		$260K Buy
18,286
+3,150
+21% +$45.7K ﹤0.01% 639
2024
Q1 		$239K Sell
15,136
-1,023
-6% -$14.8K ﹤0.01% 657
2023
Q4 		$233K Buy
16,159
+5,616
+53% +$66.7K ﹤0.01% 644
2023
Q3 		$113K Buy
+10,543
New +$117K ﹤0.01% 656

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's KEY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its KeyCorp (KEY) stake by 21% in Q2 2024, buying an estimated $45.7K and bringing the position to 18,286 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Buckingham Strategic Wealth first reported a position in KEY in Q3 2023 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Buckingham Strategic Wealth held 18,286 shares of KeyCorp worth $260K as of Q2 2024.
  • Buckingham Strategic Wealth bought 3,150 KeyCorp shares in Q2 2024, an estimated $45.7K.
  • KeyCorp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #639 holding.
  • Buckingham Strategic Wealth first reported a position in KeyCorp in Q3 2023 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.