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FGAM
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
-69
Closed
-$1.11K
–
2024
2024
Q1
$1.11K
Sell
69
-2,000
-97%
-$28.9K
﹤0.01%
1222
2023
Q4
$21K
Buy
2,069
+31
+2%
+$368
﹤0.01%
680
2023
Q3
$20.5K
Buy
2,038
+2,029
+22,544%
+$22.5K
﹤0.01%
546
2023
Q2
$322
Sell
9
-4
-31%
-$42
﹤0.01%
1063
2023
Q1
$4.37K
Sell
13
-4
-24%
-$68
0.13%
181
2022
Q4
$4.56K
Sell
17
-255
-94%
-$4.49K
0.02%
419
2022
Q3
$3.42K
Sell
272
-170
-38%
-$3.04K
0.12%
194
2022
Q2
$4.05K
Buy
442
+288
+187%
+$5.57K
0.13%
178
2022
Q1
$348
Buy
154
+16
+12%
+$398
0.01%
477
2021
Q4
$344
Buy
138
+123
+820%
+$2.85K
0.01%
548
2021
Q3
$22K
Hold
15
–
–
0.01%
784
2021
Q2
$21K
Buy
+15
New
+$326
0.01%
797
2019
Q2
–
Sell
-254
Closed
-$4K
–
1471
2019
Q1
$4K
Buy
+254
New
+$4.24K
﹤0.01%
761
Other funds holding KEY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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