KFI
WE

Key Financial Inc’s WeWork Inc. WE Stock Holding History

Key Financial Inc’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$51 – 1406
2023
Q2 		$51 Hold
5
– – ﹤0.01% 1372
2023
Q1 		$155 Hold
5
– – ﹤0.01% 1137
2022
Q4 		$530 Hold
5
– – ﹤0.01% 1094
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1100
2022
Q2 		$1K Buy
+5
New +$1.29K ﹤0.01% 1076

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's WE Position: Q3 2023 in Review

Key Financial Inc sold out of WeWork Inc. (WE) in Q3 2023, closing a stake of 5 shares — an estimated $51 sold.

Key Financial Inc first reported a position in WE in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 58 funds tracked by Wall St. Rank hold WE as of Q3 2023.

  • Key Financial Inc reported no remaining WeWork Inc. position as of Q3 2023 after selling out during the quarter.
  • Key Financial Inc sold 5 WeWork Inc. shares in Q3 2023, an estimated $51.
  • Key Financial Inc first reported a position in WeWork Inc. in Q2 2022 and held it in 5 quarters.
  • Key Financial Inc's WeWork Inc. position peaked at $1K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WeWork Inc. as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.