OA
KEY icon

Operose Advisors’s KeyCorp KEY Stock Holding History

Operose 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
2024
Q2 		– Sell
-2,900
Closed -$45.8K – 595
2024
Q1 		$45.8K Buy
+2,900
New +$41.9K 0.02% 253
2023
Q1 		– Sell
-499
Closed -$8.69K – 370
2022
Q4 		$8.69K Hold
499
– – ﹤0.01% 288
2022
Q3 		$8K Buy
+499
New +$8.93K 0.01% 282

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 $3.38T AUM 44.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Operose Advisors's KEY Position: Q2 2024 in Review

Operose Advisors sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 2,900 shares — an estimated $45.8K sold.

Operose Advisors first reported a position in KEY in Q3 2022 and held it in 3 quarters. The position peaked at $45.8K in Q1 2024. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Operose Advisors reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Operose Advisors sold 2,900 KeyCorp shares in Q2 2024, an estimated $45.8K.
  • Operose Advisors first reported a position in KeyCorp in Q3 2022 and held it in 3 quarters.
  • Operose Advisors's KeyCorp position peaked at $45.8K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.