FPFS
KEY icon

First Personal Financial Services’s KeyCorp KEY Stock Holding History

First Personal Financial Services’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
Q3 		$419 Buy
+25
New +$397 ﹤0.01% 408
2020
Q1 		– Sell
-58
Closed -$1K – 420
2019
Q4 		$1K Hold
58
– – ﹤0.01% 452
2019
Q3 		$1K Sell
58
-1,330
-96% -$23K ﹤0.01% 480
2019
Q2 		$25K Buy
1,388
+58
+4% +$981 0.01% 379
2019
Q1 		$21K Sell
1,330
-390
-23% -$6.5K 0.01% 390
2018
Q4 		$25K Sell
1,720
-399
-19% -$7.02K 0.01% 347
2018
Q3 		$42K Hold
2,119
– – 0.01% 312
2018
Q2 		$41K Sell
2,119
-3,775
-64% -$75.3K 0.01% 298
2018
Q1 		$115K Buy
5,894
+3,435
+140% +$72K 0.03% 277
2017
Q4 		$50K Buy
2,459
+219
+10% +$4.13K 0.01% 474
2017
Q3 		$42K Sell
2,240
-19,925
-90% -$361K 0.01% 459
2017
Q2 		$415K Buy
22,165
+21,825
+6,419% +$395K 0.09% 158
2017
Q1 		$6K Hold
340
– – ﹤0.01% 782
2016
Q4 		$6K Buy
+340
New +$5.36K ﹤0.01% 807

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

First Personal Financial Services's KEY Position: Q3 2024 in Review

First Personal Financial Services opened a new position in KeyCorp (KEY) in Q3 2024: 25 shares worth $419. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in KEY as recently as Q4 2019.

First Personal Financial Services first reported a position in KEY in Q4 2016 and has held it in 14 quarters since. The position peaked at $415K in Q2 2017. 791 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • First Personal Financial Services held 25 shares of KeyCorp worth $419 as of Q3 2024.
  • KeyCorp was a new First Personal Financial Services position in Q3 2024.
  • KeyCorp made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #408 holding.
  • First Personal Financial Services first reported a position in KeyCorp in Q4 2016 and has held it in 14 quarters since.
  • First Personal Financial Services's KeyCorp position peaked at $415K in Q2 2017.
  • 791 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.