PFA
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Pure Financial Advisors’s KeyCorp KEY Stock Holding History

Pure Financial 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
2024
Q4 		– Sell
-19,689
Closed -$330K – 358
2024
Q3 		$330K Buy
+19,689
New +$312K 0.01% 267

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 $3.38T AUM 44.17% 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

Pure Financial Advisors's KEY Position: Q4 2024 in Review

Pure Financial Advisors sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 19,689 shares — an estimated $330K sold.

Pure Financial Advisors first reported a position in KEY in Q3 2024 and held it in 1 quarter. The position peaked at $330K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Pure Financial Advisors reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 19,689 KeyCorp shares in Q4 2024, an estimated $330K.
  • Pure Financial Advisors first reported a position in KeyCorp in Q3 2024 and held it in 1 quarter.
  • Pure Financial Advisors's KeyCorp position peaked at $330K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Pure Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.