KeyBank National Association
XP icon

KeyBank National Association’s XP XP Stock Holding History

KeyBank National Association’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-27,311
Closed -$480K – 1162
2024
Q2 		$480K Sell
27,311
-799
-3% -$16.5K ﹤0.01% 759
2024
Q1 		$721K Sell
28,110
-364
-1% -$9.13K ﹤0.01% 632
2023
Q4 		$742K Sell
28,474
-343
-1% -$7.83K ﹤0.01% 606
2023
Q3 		$664K Sell
28,817
-158
-0.5% -$3.96K ﹤0.01% 590
2023
Q2 		$680K Sell
28,975
-370
-1% -$6.28K ﹤0.01% 598
2023
Q1 		$348K Buy
29,345
+375
+1% +$5.34K ﹤0.01% 839
2022
Q4 		$444K Buy
28,970
+150
+0.5% +$2.62K ﹤0.01% 730
2022
Q3 		$548K Sell
28,820
-2,403
-8% -$47.7K ﹤0.01% 620
2022
Q2 		$561K Sell
31,223
-2,579
-8% -$59.4K ﹤0.01% 622
2022
Q1 		$1.02M Buy
33,802
+24,990
+284% +$779K ﹤0.01% 504
2021
Q4 		$253K Buy
+8,812
New +$287K ﹤0.01% 985

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KeyBank National Association's XP Position: Q3 2024 in Review

KeyBank National Association sold out of XP (XP) in Q3 2024, closing a stake of 27,311 shares — an estimated $480K sold.

KeyBank National Association first reported a position in XP in Q4 2021 and held it in 11 quarters. The position peaked at $1.02M in Q1 2022. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • KeyBank National Association reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • KeyBank National Association sold 27,311 XP shares in Q3 2024, an estimated $480K.
  • KeyBank National Association first reported a position in XP in Q4 2021 and held it in 11 quarters.
  • KeyBank National Association's XP position peaked at $1.02M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on KeyBank National Association's 13F filing for Q3 2024, filed 31 Oct 2024.