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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s KeyCorp KEY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-125
Closed -$1.34K – 328
2023
Q3 		$1.34K Hold
125
– – ﹤0.01% 246
2023
Q2 		$1.16K Buy
+125
New +$1.3K ﹤0.01% 250

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KEY Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 125 shares — an estimated $1.34K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KEY in Q2 2023 and held it in 2 quarters. The position peaked at $1.34K in Q3 2023. 798 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 125 KeyCorp shares in Q4 2023, an estimated $1.34K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KeyCorp in Q2 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KeyCorp position peaked at $1.34K in Q3 2023.
  • 798 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.