KPW
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Kore Private Wealth’s KeyCorp KEY Stock Holding History

Kore Private Wealth’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,504
Closed -$30K – 704
2020
Q2 		$30K Buy
2,504
+2,102
+523% +$24.4K 0.01% 573
2020
Q1 		$4K Buy
402
+39
+11% +$649 ﹤0.01% 841
2019
Q4 		$7K Buy
+363
New +$6.85K ﹤0.01% 808

Other funds holding KEY

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's KEY Position: Q3 2020 in Review

Kore Private Wealth sold out of KeyCorp (KEY) in Q3 2020, closing a stake of 2,504 shares — an estimated $30K sold.

Kore Private Wealth first reported a position in KEY in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q2 2020. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

  • Kore Private Wealth reported no remaining KeyCorp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,504 KeyCorp shares in Q3 2020, an estimated $30K.
  • Kore Private Wealth first reported a position in KeyCorp in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's KeyCorp position peaked at $30K in Q2 2020.
  • 673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.