MWM
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Mascoma Wealth Management’s KeyCorp KEY Stock Holding History

Mascoma 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
2023
Q4 		– Sell
-88
Closed -$947 – 491
2023
Q3 		$947 Buy
+88
New +$974 ﹤0.01% 484
2023
Q2 		– Sell
-4,500
Closed -$50.7K – 537
2023
Q1 		$50.7K Buy
+4,500
New +$76K 0.01% 228

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mascoma Wealth Management's KEY Position: Q4 2023 in Review

Mascoma Wealth Management sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 88 shares — an estimated $947 sold.

Mascoma Wealth Management first reported a position in KEY in Q1 2023 and held it in 2 quarters. The position peaked at $50.7K in Q1 2023. 797 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • Mascoma Wealth Management reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 88 KeyCorp shares in Q4 2023, an estimated $947.
  • Mascoma Wealth Management first reported a position in KeyCorp in Q1 2023 and held it in 2 quarters.
  • Mascoma Wealth Management's KeyCorp position peaked at $50.7K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.