CTA
KEY icon

Colonial Trust Advisors’s KeyCorp KEY Stock Holding History

Colonial Trust 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
Q2 		– Sell
-681
Closed -$10.8K – 911
2024
Q1 		$10.8K Buy
681
+570
+514% +$8.23K ﹤0.01% 582
2023
Q4 		$1.6K Buy
111
+15
+16% +$178 ﹤0.01% 730
2023
Q3 		$1.03K Hold
96
– – ﹤0.01% 770
2023
Q2 		$887 Sell
96
-138
-59% -$1.44K ﹤0.01% 805
2023
Q1 		$2.93K Sell
234
-57
-20% -$963 ﹤0.01% 683
2022
Q4 		$5.07K Buy
+291
New +$5.12K ﹤0.01% 613

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return