FNBT
KEY icon

FineMark National Bank & Trust’s KeyCorp KEY Stock Holding History

FineMark National Bank & Trust’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 		– Sell
-26,059
Closed -$326K – 436
2023
Q1 		$326K Buy
+26,059
New +$440K 0.01% 323
2015
Q4 		– Sell
-2,586
Closed -$34K – 1425
2015
Q3 		$34K Sell
2,586
-44
-2% -$625 ﹤0.01% 731
2015
Q2 		$39K Sell
2,630
-178
-6% -$2.62K 0.01% 712
2015
Q1 		$40K Sell
2,808
-921
-25% -$12.7K 0.01% 726
2014
Q4 		$52K Sell
3,729
-234
-6% -$3.11K 0.01% 656
2014
Q3 		$52K Buy
3,963
+836
+27% +$11.4K 0.01% 620
2014
Q2 		$44K Buy
3,127
+182
+6% +$2.51K 0.01% 666
2014
Q1 		$42K Buy
2,945
+1,025
+53% +$13.7K 0.01% 663
2013
Q4 		$26K Hold
1,920
– – 0.01% 747
2013
Q3 		$22K Buy
1,920
+154
+9% +$1.84K 0.01% 773
2013
Q2 		$20K Buy
+1,766
New +$18.1K 0.01% 784

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return