Key Financial Inc’s Quanex NX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-178	Closed	-$4.32K	–	1409
2024 Q4	$4.32K	Hold	178	–	–	﹤0.01%	1034
2024 Q3	$4.94K	Hold	178	–	–	﹤0.01%	977
2024 Q2	$4.92K	Hold	178	–	–	﹤0.01%	959
2024 Q1	$6.84K	Hold	178	–	–	﹤0.01%	856
2023 Q4	$5.44K	Hold	178	–	–	﹤0.01%	899
2023 Q3	$5.01K	Hold	178	–	–	﹤0.01%	906
2023 Q2	$4.78K	Buy	+178	New	+$3.96K	﹤0.01%	954

Other funds holding NX

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

TCP

Teleios Capital Partners Zug $65.7M AUM 48.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Key Financial Inc's NX Position: Q1 2025 in Review

Key Financial Inc sold out of Quanex (NX) in Q1 2025, closing a stake of 178 shares — an estimated $4.32K sold.

Key Financial Inc first reported a position in NX in Q2 2023 and held it in 7 quarters. The position peaked at $6.84K in Q1 2024. 202 funds tracked by Wall St. Rank hold NX as of Q1 2025.

Key Financial Inc reported no remaining Quanex position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 178 Quanex shares in Q1 2025, an estimated $4.32K.
Key Financial Inc first reported a position in Quanex in Q2 2023 and held it in 7 quarters.
Key Financial Inc's Quanex position peaked at $6.84K in Q1 2024.
202 funds tracked by Wall St. Rank held Quanex as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.