Meridian Wealth Partners’s KeyCorp KEY Stock Holding History

Meridian Wealth Partners’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 Q3	–	Sell	-45,379	Closed	-$419K	–	96
2023 Q2	$419K	Sell	45,379 -102	-0.2%	-$1.06K	0.09%	55
2023 Q1	$569K	Sell	45,481 -46	-0.1%	-$777	0.12%	42
2022 Q4	$793K	Buy	45,527 +169	+0.4%	+$2.97K	0.18%	34
2022 Q3	$726K	Sell	45,358 -6	-0%	-$107	0.18%	34
2022 Q2	$782K	Buy	45,364 +526	+1%	+$10.2K	0.19%	35
2022 Q1	$1M	Buy	+44,838	New	+$1.11M	0.21%	35
2021 Q2	–	Sell	-335	Closed	-$7K	–	701
2021 Q1	$7K	Buy	+335	New	+$6.46K	﹤0.01%	572

Other funds holding KEY

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Partners's KEY Position: Q3 2023 in Review

Meridian Wealth Partners sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 45,379 shares — an estimated $419K sold.

Meridian Wealth Partners first reported a position in KEY in Q1 2021 and held it in 7 quarters. The position peaked at $1M in Q1 2022. 720 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Meridian Wealth Partners reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Partners sold 45,379 KeyCorp shares in Q3 2023, an estimated $419K.
Meridian Wealth Partners first reported a position in KeyCorp in Q1 2021 and held it in 7 quarters.
Meridian Wealth Partners's KeyCorp position peaked at $1M in Q1 2022.
720 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Meridian Wealth Partners's 13F filing for Q3 2023, filed 3 Nov 2023.