Marshall Financial Group (Maryland)’s Keysight KEYS Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	–	Sell	-5,816	Closed	-$910K	–	180
2024 Q1	$910K	Buy	5,816 +549	+10%	+$84.4K	0.26%	106
2023 Q4	$838K	Buy	5,267 +370	+8%	+$50.3K	0.27%	104
2023 Q3	$648K	Buy	4,897 +111	+2%	+$16.4K	0.23%	112
2023 Q2	$801K	Buy	4,786 +23	+0.5%	+$3.57K	0.27%	97
2023 Q1	$769K	Sell	4,763 -1,091	-19%	-$185K	0.28%	98
2022 Q4	$1M	Buy	5,854 +274	+5%	+$46.7K	0.39%	87
2022 Q3	$878K	Sell	5,580 -32	-0.6%	-$5.12K	0.37%	82
2022 Q2	$774K	Buy	5,612 +907	+19%	+$129K	0.31%	109
2022 Q1	$743K	Buy	4,705 +57	+1%	+$9.49K	0.3%	123
2021 Q4	$960K	Buy	+4,648	New	+$869K	0.35%	103

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Marshall Financial Group (Maryland)'s KEYS Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Keysight (KEYS) in Q2 2024, closing a stake of 5,816 shares — an estimated $910K sold.

Marshall Financial Group (Maryland) first reported a position in KEYS in Q4 2021 and held it in 10 quarters. The position peaked at $1M in Q4 2022. 841 funds tracked by Wall St. Rank hold KEYS as of Q2 2024.

Marshall Financial Group (Maryland) reported no remaining Keysight position as of Q2 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 5,816 Keysight shares in Q2 2024, an estimated $910K.
Marshall Financial Group (Maryland) first reported a position in Keysight in Q4 2021 and held it in 10 quarters.
Marshall Financial Group (Maryland)'s Keysight position peaked at $1M in Q4 2022.
841 funds tracked by Wall St. Rank held Keysight as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.