CPA
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Capital Performance Advisors’s KeyCorp KEY Stock Holding History

Capital Performance Advisors’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
-2,289
Closed -$38.3K – 1460
2024
Q3 		$38.3K Buy
+2,289
New +$36.3K 0.01% 422

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

Capital Performance Advisors's KEY Position: Q4 2024 in Review

Capital Performance Advisors sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 2,289 shares — an estimated $38.3K sold.

Capital Performance Advisors first reported a position in KEY in Q3 2024 and held it in 1 quarter. The position peaked at $38.3K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Capital Performance Advisors reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,289 KeyCorp shares in Q4 2024, an estimated $38.3K.
  • Capital Performance Advisors first reported a position in KeyCorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's KeyCorp position peaked at $38.3K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.