CGPCS
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Capital Group Private Client Services’s KeyCorp KEY Stock Holding History

Capital Group Private Client Services’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
Q2 		– Sell
-93,373
Closed -$1.17M – 240
2023
Q1 		$1.17M Buy
+93,373
New +$1.58M 0.01% 193

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Group Private Client Services's KEY Position: Q2 2023 in Review

Capital Group Private Client Services sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 93,373 shares — an estimated $1.17M sold.

Capital Group Private Client Services first reported a position in KEY in Q1 2023 and held it in 1 quarter. The position peaked at $1.17M in Q1 2023. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Capital Group Private Client Services reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Capital Group Private Client Services sold 93,373 KeyCorp shares in Q2 2023, an estimated $1.17M.
  • Capital Group Private Client Services first reported a position in KeyCorp in Q1 2023 and held it in 1 quarter.
  • Capital Group Private Client Services's KeyCorp position peaked at $1.17M in Q1 2023.
  • 767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Capital Group Private Client Services's 13F filing for Q2 2023, filed 11 Aug 2023.