Halpern Financial’s Keysight KEYS Stock Holding History

Halpern Financial’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-75	Closed	-$12.5K	–	235
2023 Q2	$12.5K	Buy	+75	New	+$11.6K	﹤0.01%	137

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Halpern Financial's KEYS Position: Q3 2023 in Review

Halpern Financial sold out of Keysight (KEYS) in Q3 2023, closing a stake of 75 shares — an estimated $12.5K sold.

Halpern Financial first reported a position in KEYS in Q2 2023 and held it in 1 quarter. The position peaked at $12.5K in Q2 2023. 832 funds tracked by Wall St. Rank hold KEYS as of Q3 2023.

Halpern Financial reported no remaining Keysight position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 75 Keysight shares in Q3 2023, an estimated $12.5K.
Halpern Financial first reported a position in Keysight in Q2 2023 and held it in 1 quarter.
Halpern Financial's Keysight position peaked at $12.5K in Q2 2023.
832 funds tracked by Wall St. Rank held Keysight as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.