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SeaCrest Wealth Management’s KeyCorp KEY Stock Holding History

SeaCrest Wealth Management’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
Q1 		– Sell
-14,971
Closed -$261K – 660
2022
Q4 		$261K Sell
14,971
-1,781
-11% -$31.3K 0.04% 485
2022
Q3 		$268K Sell
16,752
-805
-5% -$14.4K 0.04% 459
2022
Q2 		$303K Buy
17,557
+342
+2% +$6.61K 0.04% 459
2022
Q1 		$385K Sell
17,215
-895
-5% -$22.3K 0.04% 439
2021
Q4 		$419K Sell
18,110
-409
-2% -$9.49K 0.05% 407
2021
Q3 		$400K Sell
18,519
-404
-2% -$8.17K 0.05% 406
2021
Q2 		$391K Buy
18,923
+1,228
+7% +$26.7K 0.05% 414
2021
Q1 		$354K Buy
17,695
+1,618
+10% +$31.2K 0.05% 411
2020
Q4 		$264K Sell
16,077
-14,786
-48% -$215K 0.04% 472
2020
Q3 		$368K Sell
30,863
-42,047
-58% -$512K 0.06% 329
2020
Q2 		$888K Buy
72,910
+12,398
+20% +$144K 0.15% 146
2020
Q1 		$628K Sell
60,512
-10,596
-15% -$176K 0.14% 172
2019
Q4 		$1.44M Buy
71,108
+28,825
+68% +$544K 0.24% 91
2019
Q3 		$754K Buy
42,283
+510
+1% +$8.82K 0.14% 184
2019
Q2 		$741K Buy
41,773
+10
+0% +$169 0.15% 166
2019
Q1 		$658K Sell
41,763
-4,909
-11% -$81.9K 0.11% 186
2018
Q4 		$690K Sell
46,672
-3,095
-6% -$54.5K 0.14% 158
2018
Q3 		$990K Buy
49,767
+984
+2% +$20.4K 0.17% 117
2018
Q2 		$953K Sell
48,783
-259
-0.5% -$5.17K 0.17% 114
2018
Q1 		$959K Buy
49,042
+919
+2% +$19.3K 0.18% 111
2017
Q4 		$971K Buy
+48,123
New +$907K 0.18% 111

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

SeaCrest Wealth Management's KEY Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 14,971 shares — an estimated $261K sold.

SeaCrest Wealth Management first reported a position in KEY in Q4 2017 and held it in 21 quarters. The position peaked at $1.44M in Q4 2019. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • SeaCrest Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 14,971 KeyCorp shares in Q1 2023, an estimated $261K.
  • SeaCrest Wealth Management first reported a position in KeyCorp in Q4 2017 and held it in 21 quarters.
  • SeaCrest Wealth Management's KeyCorp position peaked at $1.44M in Q4 2019.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.