CWM
KEY icon

Castle Wealth Management’s KeyCorp KEY Stock Holding History

Castle 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
2022
Q4 		– Sell
-988
Closed -$16K – 375
2022
Q3 		$16K Hold
988
– – 0.01% 358
2022
Q2 		$17K Buy
+988
New +$19.1K 0.01% 337

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Castle Wealth Management's KEY Position: Q4 2022 in Review

Castle Wealth Management sold out of KeyCorp (KEY) in Q4 2022, closing a stake of 988 shares — an estimated $16K sold.

Castle Wealth Management first reported a position in KEY in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 820 funds tracked by Wall St. Rank hold KEY as of Q4 2022.

  • Castle Wealth Management reported no remaining KeyCorp position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 988 KeyCorp shares in Q4 2022, an estimated $16K.
  • Castle Wealth Management first reported a position in KeyCorp in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's KeyCorp position peaked at $17K in Q2 2022.
  • 820 funds tracked by Wall St. Rank held KeyCorp as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.