IWP
KEYS icon

Icon Wealth Partners’s Keysight KEYS Stock Holding History

Icon Wealth Partners’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-141
Closed -$12K – 485
2019
Q1 		$12K Buy
+141
New +$10.9K ﹤0.01% 645
2018
Q3 		– Sell
-138
Closed -$8K – 511
2018
Q2 		$8K Buy
+138
New +$7.67K ﹤0.01% 718
2018
Q1 		– Sell
-148
Closed -$6K – 508
2017
Q4 		$6K Buy
+148
New +$6.39K ﹤0.01% 758

Other funds holding KEYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Wealth Partners's KEYS Position: Q2 2019 in Review

Icon Wealth Partners sold out of Keysight (KEYS) in Q2 2019, closing a stake of 141 shares — an estimated $12K sold.

Icon Wealth Partners first reported a position in KEYS in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 623 funds tracked by Wall St. Rank hold KEYS as of Q2 2019.

  • Icon Wealth Partners reported no remaining Keysight position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 141 Keysight shares in Q2 2019, an estimated $12K.
  • Icon Wealth Partners first reported a position in Keysight in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Keysight position peaked at $12K in Q1 2019.
  • 623 funds tracked by Wall St. Rank held Keysight as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.