PS
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Planned Solutions’s KeyCorp KEY Stock Holding History

Planned 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
Q4 		– Sell
-5,465
Closed -$91.5K – 392
2024
Q3 		$91.5K Buy
+5,465
New +$86.7K 0.04% 222
2024
Q1 		– Sell
-5,465
Closed -$78.7K – 333
2023
Q4 		$78.7K Buy
+5,465
New +$64.9K 0.04% 218
2021
Q1 		– Sell
-5,346
Closed -$88K – 248
2020
Q4 		$88K Buy
5,346
+546
+11% +$7.95K 0.07% 114
2020
Q3 		$57K Buy
+4,800
New +$58.5K 0.06% 130

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Planned Solutions's KEY Position: Q4 2024 in Review

Planned Solutions sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 5,465 shares — an estimated $91.5K sold.

Planned Solutions first reported a position in KEY in Q3 2020 and held it in 4 quarters. The position peaked at $91.5K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Planned Solutions reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 5,465 KeyCorp shares in Q4 2024, an estimated $91.5K.
  • Planned Solutions first reported a position in KeyCorp in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's KeyCorp position peaked at $91.5K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.