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Legacy Wealth Management (Mississippi)’s KeyCorp KEY Stock Holding History

Legacy Wealth Management (Mississippi)’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
2023
Q4 		– Sell
-18,000
Closed -$194K – 73
2023
Q3 		$194K Hold
18,000
– – 0.1% 74
2023
Q2 		$166K Hold
18,000
– – 0.08% 72
2023
Q1 		$225K Hold
18,000
– – 0.12% 71
2022
Q4 		$314K Hold
18,000
– – 0.19% 68
2022
Q3 		$288K Buy
+18,000
New +$322K 0.19% 73

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s KEY Position: Q4 2023 in Review

Legacy Wealth Management (Mississippi) sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 18,000 shares — an estimated $194K sold.

Legacy Wealth Management (Mississippi) first reported a position in KEY in Q3 2022 and held it in 5 quarters. The position peaked at $314K in Q4 2022. 799 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • Legacy Wealth Management (Mississippi) reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 18,000 KeyCorp shares in Q4 2023, an estimated $194K.
  • Legacy Wealth Management (Mississippi) first reported a position in KeyCorp in Q3 2022 and held it in 5 quarters.
  • Legacy Wealth Management (Mississippi)'s KeyCorp position peaked at $314K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2023, filed 12 Dec 2024.