FCH
KEY icon

Freestone Capital Holdings’s KeyCorp KEY Stock Holding History

Freestone Capital Holdings’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 		– Sell
-36,684
Closed -$521K – 468
2024
Q2 		$521K Buy
36,684
+1,195
+3% +$17.3K 0.02% 294
2024
Q1 		$561K Buy
+35,489
New +$513K 0.02% 288
2022
Q2 		– Sell
-15,153
Closed -$339K – 518
2022
Q1 		$339K Buy
15,153
+400
+3% +$9.95K 0.01% 443
2021
Q4 		$341K Buy
+14,753
New +$342K 0.01% 378
2021
Q1 		– Sell
-2,796
Closed -$45.9K – 768
2020
Q4 		$45.9K Buy
2,796
+517
+23% +$7.53K ﹤0.01% 586
2020
Q3 		$27.2K Buy
+2,279
New +$27.8K ﹤0.01% 594

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BlackRock
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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