PIA
KEY icon

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 $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