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Cassady Schiller Wealth Management’s KeyCorp KEY Stock Holding History

Cassady Schiller Wealth Management’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 		$1.71K Buy
+100
New +$1.79K ﹤0.01% 619
2024
Q3 		– Sell
-173
Closed -$2.46K – 473
2024
Q2 		$2.46K Hold
173
– – ﹤0.01% 387
2024
Q1 		$2.73K Hold
173
– – ﹤0.01% 411
2023
Q4 		$2.49K Hold
173
– – ﹤0.01% 385
2023
Q3 		$1.86K Hold
173
– – ﹤0.01% 407
2023
Q2 		$1.6K Buy
+173
New +$1.81K ﹤0.01% 428

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

Cassady Schiller Wealth Management's KEY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in KeyCorp (KEY) in Q4 2024: 100 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in KEY as recently as Q2 2024.

Cassady Schiller Wealth Management first reported a position in KEY in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.73K in Q1 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Cassady Schiller Wealth Management held 100 shares of KeyCorp worth $1.71K as of Q4 2024.
  • KeyCorp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • KeyCorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #619 holding.
  • Cassady Schiller Wealth Management first reported a position in KeyCorp in Q2 2023 and has held it in 6 quarters since.
  • Cassady Schiller Wealth Management's KeyCorp position peaked at $2.73K in Q1 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.