HSA
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBK Sorce Advisory's KEY Position: Q2 2024 in Review

HBK Sorce Advisory sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 10,564 shares — an estimated $167K sold.

HBK Sorce Advisory first reported a position in KEY in Q3 2021 and held it in 7 quarters. The position peaked at $372K in Q4 2022. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • HBK Sorce Advisory reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,564 KeyCorp shares in Q2 2024, an estimated $167K.
  • HBK Sorce Advisory first reported a position in KeyCorp in Q3 2021 and held it in 7 quarters.
  • HBK Sorce Advisory's KeyCorp position peaked at $372K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on HBK Sorce Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.