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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 – 909
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust Advisors's KEY Position: Q2 2024 in Review

Colonial Trust Advisors sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 681 shares — an estimated $10.8K sold.

Colonial Trust Advisors first reported a position in KEY in Q4 2022 and held it in 6 quarters. The position peaked at $10.8K in Q1 2024. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Colonial Trust Advisors reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 681 KeyCorp shares in Q2 2024, an estimated $10.8K.
  • Colonial Trust Advisors first reported a position in KeyCorp in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's KeyCorp position peaked at $10.8K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.