EWM
KEY icon

Executive Wealth Management’s KeyCorp KEY Stock Holding History

Executive 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
2024
Q2 		– Sell
-13,778
Closed -$213K – 197
2024
Q1 		$213K Sell
13,778
-1,231
-8% -$17.8K 0.02% 234
2023
Q4 		$216K Buy
+15,009
New +$178K 0.02% 205
2019
Q3 		– Sell
-2,371
Closed -$42K – 491
2019
Q2 		$42K Buy
2,371
+23
+1% +$389 0.01% 329
2019
Q1 		$37K Sell
2,348
-120
-5% -$2K 0.01% 319
2018
Q4 		$36K Buy
+2,468
New +$43.4K 0.01% 331

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 $653B AUM 32.41% 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