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Planning Capital Management Corporation’s KeyCorp KEY Stock Holding History

Planning Capital Management Corporation’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
-133
Closed -$1.89K – 858
2024
Q2 		$1.89K Hold
133
– – ﹤0.01% 540
2024
Q1 		$2.1K Hold
133
– – ﹤0.01% 557
2023
Q4 		$1.92K Buy
+133
New +$1.58K ﹤0.01% 564

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Planning Capital Management Corporation's KEY Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 133 shares — an estimated $1.89K sold.

Planning Capital Management Corporation first reported a position in KEY in Q4 2023 and held it in 3 quarters. The position peaked at $2.1K in Q1 2024. 792 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 133 KeyCorp shares in Q3 2024, an estimated $1.89K.
  • Planning Capital Management Corporation first reported a position in KeyCorp in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's KeyCorp position peaked at $2.1K in Q1 2024.
  • 792 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.