Newbridge Financial Services Group’s KeyCorp KEY Stock Holding History

Newbridge Financial Services Group’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	-650	Closed	-$8.14K	–	1400
2023 Q1	$8.14K	Hold	650	–	–	﹤0.01%	955
2022 Q4	$11.3K	Sell	650 -111	-15%	-$1.95K	0.01%	889
2022 Q3	$12K	Hold	761	–	–	0.01%	838
2022 Q2	$13K	Sell	761 -199	-21%	-$3.85K	0.01%	782
2022 Q1	$21K	Buy	960 +310	+48%	+$7.71K	0.01%	719
2021 Q4	$15K	Hold	650	–	–	0.01%	812
2021 Q3	$14K	Hold	650	–	–	0.01%	772
2021 Q2	$13K	Hold	650	–	–	0.01%	908
2021 Q1	$13K	Hold	650	–	–	0.01%	823
2020 Q4	$11K	Hold	650	–	–	0.01%	695
2020 Q3	$8K	Buy	+650	New	+$7.92K	0.01%	725

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's KEY Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 650 shares — an estimated $8.14K sold.

Newbridge Financial Services Group first reported a position in KEY in Q3 2020 and held it in 11 quarters. The position peaked at $21K in Q1 2022. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Newbridge Financial Services Group reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 650 KeyCorp shares in Q2 2023, an estimated $8.14K.
Newbridge Financial Services Group first reported a position in KeyCorp in Q3 2020 and held it in 11 quarters.
Newbridge Financial Services Group's KeyCorp position peaked at $21K in Q1 2022.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.