MLA
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My Legacy Advisors’s KeyCorp KEY Stock Holding History

My Legacy Advisors’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
Q2 		– Sell
-57,364
Closed -$695K – 216
2023
Q1 		$695K Buy
57,364
+4,624
+9% +$78.1K 0.3% 123
2022
Q4 		$1.06M Buy
52,740
+6,917
+15% +$122K 0.45% 76
2022
Q3 		$755K Buy
45,823
+3,680
+9% +$65.9K 0.38% 86
2022
Q2 		$734K Buy
42,143
+4,815
+13% +$93.1K 0.37% 98
2022
Q1 		$835K Buy
+37,328
New +$928K 0.39% 84

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Legacy Advisors's KEY Position: Q2 2023 in Review

My Legacy Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 57,364 shares — an estimated $695K sold.

My Legacy Advisors first reported a position in KEY in Q1 2022 and held it in 5 quarters. The position peaked at $1.06M in Q4 2022. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • My Legacy Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • My Legacy Advisors sold 57,364 KeyCorp shares in Q2 2023, an estimated $695K.
  • My Legacy Advisors first reported a position in KeyCorp in Q1 2022 and held it in 5 quarters.
  • My Legacy Advisors's KeyCorp position peaked at $1.06M in Q4 2022.
  • 767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.