PIA
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Pinion Investment Advisors’s KeyCorp KEY Stock Holding History

Pinion Investment 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
-13,495
Closed -$169K – 161
2023
Q1 		$169K Sell
13,495
-3,615
-21% -$61.1K 0.16% 118
2022
Q4 		$298K Sell
17,110
-6,042
-26% -$106K 0.28% 96
2022
Q3 		$371K Buy
23,152
+217
+0.9% +$3.88K 0.32% 100
2022
Q2 		$395K Buy
22,935
+1,473
+7% +$28.5K 0.33% 98
2022
Q1 		$480K Hold
21,462
– – 0.33% 96
2021
Q4 		$496K Buy
21,462
+250
+1% +$5.8K 0.33% 90
2021
Q3 		$459K Buy
21,212
+571
+3% +$11.5K 0.37% 89
2021
Q2 		$426K Buy
20,641
+467
+2% +$10.1K 0.34% 101
2021
Q1 		$403K Buy
20,174
+646
+3% +$12.5K 0.37% 98
2020
Q4 		$320K Buy
+19,528
New +$284K 0.34% 104

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinion Investment Advisors's KEY Position: Q2 2023 in Review

Pinion Investment Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 13,495 shares — an estimated $169K sold.

Pinion Investment Advisors first reported a position in KEY in Q4 2020 and held it in 10 quarters. The position peaked at $496K in Q4 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Pinion Investment Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 13,495 KeyCorp shares in Q2 2023, an estimated $169K.
  • Pinion Investment Advisors first reported a position in KeyCorp in Q4 2020 and held it in 10 quarters.
  • Pinion Investment Advisors's KeyCorp position peaked at $496K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Pinion Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.