EWM
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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 – 488
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 $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 $3.37T AUM 44.26% 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

Executive Wealth Management's KEY Position: Q2 2024 in Review

Executive Wealth Management sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 13,778 shares — an estimated $213K sold.

Executive Wealth Management first reported a position in KEY in Q4 2018 and held it in 5 quarters. The position peaked at $216K in Q4 2023. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Executive Wealth Management reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Executive Wealth Management sold 13,778 KeyCorp shares in Q2 2024, an estimated $213K.
  • Executive Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 5 quarters.
  • Executive Wealth Management's KeyCorp position peaked at $216K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.