Key Financial Inc’s Four Corners Property Trust FCPT Stock Holding History

Key Financial Inc’s Portfolio FCPT Stock Details FCPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-217	Closed	-$4.82K	–	1334
2023 Q3	$4.82K	Hold	217	–	–	﹤0.01%	920
2023 Q2	$5.51K	Hold	217	–	–	﹤0.01%	908
2023 Q1	$5.83K	Hold	217	–	–	﹤0.01%	795
2022 Q4	$5.25K	Hold	217	–	–	﹤0.01%	782
2022 Q3	$5K	Hold	217	–	–	﹤0.01%	783
2022 Q2	$6K	Hold	217	–	–	﹤0.01%	746
2022 Q1	$6K	Buy	+217	New	+$5.83K	﹤0.01%	744
2021 Q3	–	Sell	-1,498	Closed	-$43K	–	920
2021 Q2	$43K	Hold	1,498	–	–	0.02%	369
2021 Q1	$41K	Hold	1,498	–	–	0.03%	307
2020 Q4	$45K	Buy	+1,498	New	+$42K	0.03%	259
2020 Q2	–	Sell	-1,498	Closed	-$27K	–	267
2020 Q1	$27K	Buy	+1,498	New	+$40.5K	0.03%	296

Other funds holding FCPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Key Financial Inc's FCPT Position: Q4 2023 in Review

Key Financial Inc sold out of Four Corners Property Trust (FCPT) in Q4 2023, closing a stake of 217 shares — an estimated $4.82K sold.

Key Financial Inc first reported a position in FCPT in Q1 2020 and held it in 11 quarters. The position peaked at $45K in Q4 2020. 266 funds tracked by Wall St. Rank hold FCPT as of Q4 2023.

Key Financial Inc reported no remaining Four Corners Property Trust position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 217 Four Corners Property Trust shares in Q4 2023, an estimated $4.82K.
Key Financial Inc first reported a position in Four Corners Property Trust in Q1 2020 and held it in 11 quarters.
Key Financial Inc's Four Corners Property Trust position peaked at $45K in Q4 2020.
266 funds tracked by Wall St. Rank held Four Corners Property Trust as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.