CBT
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CoreFirst Bank & Trust’s KeyCorp KEY Stock Holding History

CoreFirst Bank & Trust’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
-2,314
Closed -$36.6K – 244
2024
Q1 		$36.6K Hold
2,314
– – 0.02% 237
2023
Q4 		$33.3K Hold
2,314
– – 0.02% 245
2023
Q3 		$24.9K Hold
2,314
– – 0.02% 279
2023
Q2 		$21.4K Sell
2,314
-1,277
-36% -$13.3K 0.02% 271
2023
Q1 		$45K Sell
3,591
-375
-9% -$6.33K 0.03% 231
2022
Q4 		$69.1K Buy
3,966
+28
+0.7% +$492 0.05% 210
2022
Q3 		$63K Buy
3,938
+347
+10% +$6.21K 0.05% 197
2022
Q2 		$62K Hold
3,591
– – 0.05% 193
2022
Q1 		$80K Hold
3,591
– – 0.05% 192
2021
Q4 		$83K Hold
3,591
– – 0.05% 203
2021
Q3 		$78K Hold
3,591
– – 0.05% 202
2021
Q2 		$74K Hold
3,591
– – 0.05% 210
2021
Q1 		$72K Hold
3,591
– – 0.05% 206
2020
Q4 		$59K Buy
+3,591
New +$52.3K 0.04% 208

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Charles Schwab
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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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