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ICA Group Wealth Management’s KeyCorp KEY Stock Holding History

ICA Group Wealth Management’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
2023
Q3 		– Sell
-168
Closed -$1.55K – 743
2023
Q2 		$1.55K Buy
+168
New +$1.75K ﹤0.01% 1156
2023
Q1 		– Sell
-168
Closed -$2.93K – 1330
2022
Q4 		$2.93K Buy
+168
New +$2.96K ﹤0.01% 1061

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

ICA Group Wealth Management's KEY Position: Q3 2023 in Review

ICA Group Wealth Management sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 168 shares — an estimated $1.55K sold.

ICA Group Wealth Management first reported a position in KEY in Q4 2022 and held it in 2 quarters. The position peaked at $2.93K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • ICA Group Wealth Management reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 168 KeyCorp shares in Q3 2023, an estimated $1.55K.
  • ICA Group Wealth Management first reported a position in KeyCorp in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's KeyCorp position peaked at $2.93K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.