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Curi Wealth Management’s KeyCorp KEY Stock Holding History

Curi 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
Q3 		– Sell
-36
Closed -$1K – 461
2022
Q2 		$1K Hold
36
– – ﹤0.01% 574
2022
Q1 		$0 Hold
36
– – ﹤0.01% 586
2021
Q4 		$0 Buy
+36
New +$835 ﹤0.01% 547
2021
Q1 		– Sell
-36
Closed – – 296
2020
Q4 		$0 Buy
+36
New +$524 ﹤0.01% 456

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Curi Wealth Management's KEY Position: Q3 2022 in Review

Curi Wealth Management sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 36 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in KEY in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 802 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Curi Wealth Management reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 36 KeyCorp shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in KeyCorp in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's KeyCorp position peaked at $1K in Q2 2022.
  • 802 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.