LFA
KEY icon

Level Financial Advisors’s KeyCorp KEY Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-122
Closed -$1.76K – 174
2023
Q4 		$1.76K Hold
122
– – ﹤0.01% 244
2023
Q3 		$1.31K Hold
122
– – ﹤0.01% 257
2023
Q2 		$1.13K Hold
122
– – ﹤0.01% 256
2023
Q1 		$1.53K Sell
122
-122
-50% -$2.06K ﹤0.01% 218
2022
Q4 		$4K Hold
244
– – ﹤0.01% 200
2022
Q3 		$4K Hold
244
– – ﹤0.01% 199
2022
Q2 		$4K Sell
244
-372
-60% -$7.19K ﹤0.01% 222
2022
Q1 		$14K Hold
616
– – 0.01% 144
2021
Q4 		$14K Buy
+616
New +$14.3K 0.01% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Level Financial Advisors's KEY Position: Q1 2024 in Review

Level Financial Advisors sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 122 shares — an estimated $1.76K sold.

Level Financial Advisors first reported a position in KEY in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • Level Financial Advisors reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 122 KeyCorp shares in Q1 2024, an estimated $1.76K.
  • Level Financial Advisors first reported a position in KeyCorp in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's KeyCorp position peaked at $14K in Q1 2022.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.