MSWM
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McGlone Suttner Wealth Management’s KeyCorp KEY Stock Holding History

McGlone Suttner 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
-3
Closed -$44 – 500
2023
Q4 		$44 Buy
+3
New +$36 ﹤0.01% 791
2023
Q1 		– Sell
-14,156
Closed -$247K – 145
2022
Q4 		$247K Buy
+14,156
New +$249K 0.08% 112

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 $3.37T AUM 44.26% 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

McGlone Suttner Wealth Management's KEY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 3 shares — an estimated $44 sold.

McGlone Suttner Wealth Management first reported a position in KEY in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3 KeyCorp shares in Q1 2024, an estimated $44.
  • McGlone Suttner Wealth Management first reported a position in KeyCorp in Q4 2022 and held it in 2 quarters.
  • McGlone Suttner Wealth Management's KeyCorp position peaked at $247K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.