FGAM
KEY icon

Financial Gravity Asset Management’s KeyCorp KEY Stock Holding History

Financial Gravity Asset 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
-31
Closed -$498 – 1627
2024
Q1 		$498 Hold
31
– – ﹤0.01% 819
2023
Q4 		$453 Buy
+31
New +$368 ﹤0.01% 894
2021
Q3 		$22K Hold
15
– – 0.01% 784
2021
Q2 		$21K Buy
+15
New +$326 0.01% 797
2019
Q2 		– Sell
-254
Closed -$4K – 1459
2019
Q1 		$4K Buy
+254
New +$4.24K ﹤0.01% 761

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

Financial Gravity Asset Management's KEY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 31 shares — an estimated $498 sold.

Financial Gravity Asset Management first reported a position in KEY in Q1 2019 and held it in 5 quarters. The position peaked at $22K in Q3 2021. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 31 KeyCorp shares in Q2 2024, an estimated $498.
  • Financial Gravity Asset Management first reported a position in KeyCorp in Q1 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's KeyCorp position peaked at $22K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.