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Heritage Wealth Management (Arizona)’s KeyCorp KEY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$27.5K Buy
1,580
+790
+100% +$13.9K ﹤0.01% 601
2022
Q3 		$13K Hold
790
– – ﹤0.01% 609
2022
Q2 		$13.6K Hold
790
– – ﹤0.01% 615
2022
Q1 		$18K Buy
+790
New +$19.6K ﹤0.01% 616
2021
Q3 		$17K Hold
790
– – 0.01% 581
2021
Q2 		$16K Buy
+790
New +$17.2K 0.01% 592

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KEY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its KeyCorp (KEY) stake by 100% in Q4 2022, buying an estimated $13.9K and bringing the position to 1,580 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Heritage Wealth Management (Arizona) first reported a position in KEY in Q2 2021 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold KEY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,580 shares of KeyCorp worth $27.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 790 KeyCorp shares in Q4 2022, an estimated $13.9K.
  • KeyCorp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #601 holding.
  • Heritage Wealth Management (Arizona) first reported a position in KeyCorp in Q2 2021 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held KeyCorp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.