RWPA
KEY icon

Richard W. Paul & Associates’s KeyCorp KEY Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-398
Closed -$3.68K – 537
2023
Q2 		$3.68K Sell
398
-440
-53% -$4.59K ﹤0.01% 386
2023
Q1 		$10.5K Sell
838
-4
-0.5% -$68 ﹤0.01% 319
2022
Q4 		$14.7K Buy
+842
New +$14.8K 0.01% 289

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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Richard W. Paul & Associates's KEY Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 398 shares — an estimated $3.68K sold.

Richard W. Paul & Associates first reported a position in KEY in Q4 2022 and held it in 3 quarters. The position peaked at $14.7K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 398 KeyCorp shares in Q3 2023, an estimated $3.68K.
  • Richard W. Paul & Associates first reported a position in KeyCorp in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's KeyCorp position peaked at $14.7K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.