Endurance Wealth Management’s KeyCorp KEY Stock Holding History

Endurance 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
2023 Q2	$14K	Hold	1,500	–	–	﹤0.01%	464
2023 Q1	$19K	Hold	1,500	–	–	﹤0.01%	440
2022 Q4	$26K	Hold	1,500	–	–	﹤0.01%	386
2022 Q3	$24K	Hold	1,500	–	–	﹤0.01%	391
2022 Q2	$26K	Hold	1,500	–	–	﹤0.01%	387
2022 Q1	$34K	Hold	1,500	–	–	﹤0.01%	391
2021 Q4	$35K	Hold	1,500	–	–	﹤0.01%	391
2021 Q3	$32K	Hold	1,500	–	–	﹤0.01%	400
2021 Q2	$30K	Hold	1,500	–	–	﹤0.01%	408
2021 Q1	$30K	Hold	1,500	–	–	﹤0.01%	410
2020 Q4	$25K	Sell	1,500 -2,000	-57%	-$29.1K	﹤0.01%	391
2020 Q3	$42K	Hold	3,500	–	–	0.01%	320
2020 Q2	$43K	Buy	+3,500	New	+$40.7K	0.01%	318

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's KEY Position: Q2 2023 in Review

Endurance Wealth Management held its KeyCorp (KEY) position steady in Q2 2023 at 1,500 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Endurance Wealth Management first reported a position in KEY in Q2 2020 and has held it in 13 quarters since. The position peaked at $43K in Q2 2020. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Endurance Wealth Management held 1,500 shares of KeyCorp worth $14K as of Q2 2023.
Endurance Wealth Management left its KeyCorp share count unchanged in Q2 2023.
KeyCorp made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #464 holding.
Endurance Wealth Management first reported a position in KeyCorp in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's KeyCorp position peaked at $43K in Q2 2020.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.