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Kingswood Wealth Advisors’s Keysight KEYS Stock Holding History

Kingswood Wealth Advisors’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,659
Closed -$227K – 713
2024
Q2 		$227K Buy
1,659
+6
+0.4% +$877 0.02% 604
2024
Q1 		$258K Sell
1,653
-151
-8% -$23.2K 0.03% 529
2023
Q4 		$287K Buy
+1,804
New +$245K 0.03% 488

Other funds holding KEYS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kingswood Wealth Advisors's KEYS Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Keysight (KEYS) in Q3 2024, closing a stake of 1,659 shares — an estimated $227K sold.

Kingswood Wealth Advisors first reported a position in KEYS in Q4 2023 and held it in 3 quarters. The position peaked at $287K in Q4 2023. 829 funds tracked by Wall St. Rank hold KEYS as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Keysight position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,659 Keysight shares in Q3 2024, an estimated $227K.
  • Kingswood Wealth Advisors first reported a position in Keysight in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Keysight position peaked at $287K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Keysight as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.