CWA
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Carolina Wealth Advisors’s KeyCorp KEY Stock Holding History

Carolina Wealth 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
2023
Q2 		– Sell
-183
Closed -$2.29K – 274
2023
Q1 		$2.29K Sell
183
-16,344
-99% -$276K ﹤0.01% 214
2022
Q4 		$288K Buy
16,527
+1,875
+13% +$33K 0.18% 65
2022
Q3 		$235K Buy
14,652
+1,452
+11% +$26K 0.18% 62
2022
Q2 		$227K Buy
13,200
+2,196
+20% +$42.5K 0.15% 76
2022
Q1 		$246K Buy
11,004
+918
+9% +$22.8K 0.16% 70
2021
Q4 		$233K Buy
10,086
+2,290
+29% +$53.1K 0.13% 71
2021
Q3 		$169K Buy
7,796
+1,351
+21% +$27.3K 0.11% 78
2021
Q2 		$133K Buy
6,445
+1,424
+28% +$30.9K 0.09% 85
2021
Q1 		$100K Buy
+5,021
New +$96.9K 0.07% 93

Other funds holding KEY

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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolina Wealth Advisors's KEY Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 183 shares — an estimated $2.29K sold.

Carolina Wealth Advisors first reported a position in KEY in Q1 2021 and held it in 9 quarters. The position peaked at $288K in Q4 2022. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 183 KeyCorp shares in Q2 2023, an estimated $2.29K.
  • Carolina Wealth Advisors first reported a position in KeyCorp in Q1 2021 and held it in 9 quarters.
  • Carolina Wealth Advisors's KeyCorp position peaked at $288K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.