HSA
KEY icon

HBK Sorce Advisory’s KeyCorp KEY Stock Holding History

HBK Sorce Advisory’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
Q2 		– Sell
-10,564
Closed -$167K – 592
2024
Q1 		$167K Buy
+10,564
New +$153K 0.01% 570
2023
Q2 		– Sell
-21,784
Closed -$273K – 593
2023
Q1 		$273K Buy
21,784
+434
+2% +$7.33K 0.01% 459
2022
Q4 		$372K Buy
+21,350
New +$375K 0.01% 489
2022
Q3 		– Sell
-11,331
Closed -$195K – 624
2022
Q2 		$195K Buy
11,331
+1,620
+17% +$31.3K 0.01% 431
2022
Q1 		$217K Sell
9,711
-1,600
-14% -$39.8K 0.01% 489
2021
Q4 		$262K Sell
11,311
-162
-1% -$3.76K 0.01% 490
2021
Q3 		$248K Buy
+11,473
New +$232K 0.01% 495

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return