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FSB Premier Wealth Management’s KeyCorp KEY Stock Holding History

FSB Premier Wealth 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
Q4 		– Sell
-10,584
Closed -$177K – 214
2024
Q3 		$177K Hold
10,584
– – 0.07% 200
2024
Q2 		$150K Hold
10,584
– – 0.07% 183
2024
Q1 		$167K Sell
10,584
-1
-0% -$14 0.08% 177
2023
Q4 		$152K Hold
10,585
– – 0.08% 172
2023
Q3 		$114K Hold
10,585
– – 0.06% 156
2023
Q2 		$97.8K Buy
+10,585
New +$110K 0.05% 156
2022
Q1 		– Sell
-1,034
Closed -$23K – 344
2021
Q4 		$23K Buy
+1,034
New +$24K 0.01% 328

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

FSB Premier Wealth Management's KEY Position: Q4 2024 in Review

FSB Premier Wealth Management sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 10,584 shares — an estimated $177K sold.

FSB Premier Wealth Management first reported a position in KEY in Q4 2021 and held it in 7 quarters. The position peaked at $177K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • FSB Premier Wealth Management reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • FSB Premier Wealth Management sold 10,584 KeyCorp shares in Q4 2024, an estimated $177K.
  • FSB Premier Wealth Management first reported a position in KeyCorp in Q4 2021 and held it in 7 quarters.
  • FSB Premier Wealth Management's KeyCorp position peaked at $177K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on FSB Premier Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.