HWA
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Heritage Wealth Advisors’s KeyCorp KEY Stock Holding History

Heritage Wealth Advisors’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
2025
Q1 		– Sell
-214
Closed -$3.67K – 617
2024
Q4 		$3.67K Buy
214
+38
+22% +$682 ﹤0.01% 521
2024
Q3 		$2.95K Buy
+176
New +$2.79K ﹤0.01% 527
2021
Q3 		– Sell
-41
Closed -$847 – 558
2021
Q2 		$847 Hold
41
– – ﹤0.01% 536
2021
Q1 		$819 Hold
41
– – ﹤0.01% 544
2020
Q4 		$1K Buy
+41
New +$597 ﹤0.01% 529

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Heritage Wealth Advisors's KEY Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 214 shares — an estimated $3.67K sold.

Heritage Wealth Advisors first reported a position in KEY in Q4 2020 and held it in 5 quarters. The position peaked at $3.67K in Q4 2024. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 214 KeyCorp shares in Q1 2025, an estimated $3.67K.
  • Heritage Wealth Advisors first reported a position in KeyCorp in Q4 2020 and held it in 5 quarters.
  • Heritage Wealth Advisors's KeyCorp position peaked at $3.67K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.