LIWM
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Long Island Wealth Management’s KeyCorp KEY Stock Holding History

Long Island Wealth Management’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
-325
Closed -$5K – 241
2023
Q4 		$5K Buy
+325
New +$3.86K ﹤0.01% 271

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Long Island Wealth Management's KEY Position: Q1 2024 in Review

Long Island Wealth Management sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 325 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in KEY in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • Long Island Wealth Management reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 325 KeyCorp shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in KeyCorp in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's KeyCorp position peaked at $5K in Q4 2023.
  • 796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.