RFA
KEY icon

Resurgent Financial Advisors’s KeyCorp KEY Stock Holding History

Resurgent 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
2023
Q2 		– Sell
-3,562
Closed -$44.6K – 522
2023
Q1 		$44.6K Sell
3,562
-10,129
-74% -$171K 0.03% 351
2022
Q4 		$238K Buy
+13,691
New +$241K 0.13% 168

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 $3.38T AUM 44.17% 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

Resurgent Financial Advisors's KEY Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 3,562 shares — an estimated $44.6K sold.

Resurgent Financial Advisors first reported a position in KEY in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Resurgent Financial Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,562 KeyCorp shares in Q2 2023, an estimated $44.6K.
  • Resurgent Financial Advisors first reported a position in KeyCorp in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's KeyCorp position peaked at $238K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.