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Key Financial Inc’s Innovative Solutions & Support ISSC Stock Holding History

Key Financial Inc’s Portfolio ISSC Stock Details ISSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,800
Closed -$12K – 782
2020
Q4 		$12K Buy
+1,800
New +$11.9K 0.01% 440
2020
Q2 		– Sell
-1,800
Closed -$5K – 357
2020
Q1 		$5K Buy
+1,800
New +$9.18K 0.01% 505

Other funds holding ISSC

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Key Financial Inc's ISSC Position: Q1 2021 in Review

Key Financial Inc sold out of Innovative Solutions & Support (ISSC) in Q1 2021, closing a stake of 1,800 shares — an estimated $12K sold.

Key Financial Inc first reported a position in ISSC in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 27 funds tracked by Wall St. Rank hold ISSC as of Q1 2021.

  • Key Financial Inc reported no remaining Innovative Solutions & Support position as of Q1 2021 after selling out during the quarter.
  • Key Financial Inc sold 1,800 Innovative Solutions & Support shares in Q1 2021, an estimated $12K.
  • Key Financial Inc first reported a position in Innovative Solutions & Support in Q1 2020 and held it in 2 quarters.
  • Key Financial Inc's Innovative Solutions & Support position peaked at $12K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.