Personal CFO Solutions’s KeyCorp KEY Stock Holding History

Personal CFO Solutions’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 Q3	–	Sell	-10,427	Closed	-$148K	–	582
2024 Q2	$148K	Buy	+10,427	New	+$151K	0.02%	521

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Personal CFO Solutions's KEY Position: Q3 2024 in Review

Personal CFO Solutions sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 10,427 shares — an estimated $148K sold.

Personal CFO Solutions first reported a position in KEY in Q2 2024 and held it in 1 quarter. The position peaked at $148K in Q2 2024. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

Personal CFO Solutions reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
Personal CFO Solutions sold 10,427 KeyCorp shares in Q3 2024, an estimated $148K.
Personal CFO Solutions first reported a position in KeyCorp in Q2 2024 and held it in 1 quarter.
Personal CFO Solutions's KeyCorp position peaked at $148K in Q2 2024.
794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.