SPC
KEY icon

Sigma Planning Corp’s KeyCorp KEY Stock Holding History

Sigma Planning Corp’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
-12,285
Closed -$206K – 1219
2024
Q3 		$206K Sell
12,285
-8,191
-40% -$130K 0.01% 1129
2024
Q2 		$291K Sell
20,476
-919
-4% -$13.3K 0.01% 943
2024
Q1 		$338K Sell
21,395
-5,132
-19% -$74.1K 0.01% 904
2023
Q4 		$382K Sell
26,527
-29,105
-52% -$346K 0.03% 552
2023
Q3 		$599K Buy
55,632
+2,839
+5% +$31.4K 0.02% 631
2023
Q2 		$488K Buy
52,793
+5,920
+13% +$61.8K 0.02% 744
2023
Q1 		$587K Buy
46,873
+32,828
+234% +$555K 0.02% 733
2022
Q4 		$245K Sell
14,045
-1,201
-8% -$21.1K 0.01% 1055
2022
Q3 		$244K Buy
15,246
+2,167
+17% +$38.8K 0.01% 1031
2022
Q2 		$225K Buy
13,079
+207
+2% +$4K 0.01% 1114
2022
Q1 		$288K Buy
12,872
+539
+4% +$13.4K 0.01% 1075
2021
Q4 		$285K Sell
12,333
-2,523
-17% -$58.6K 0.01% 1107
2021
Q3 		$321K Sell
14,856
-27
-0.2% -$546 0.01% 1027
2021
Q2 		$307K Sell
14,883
-393
-3% -$8.53K 0.01% 1068
2021
Q1 		$305K Buy
15,276
+2,963
+24% +$57.2K 0.01% 984
2020
Q4 		$202K Buy
12,313
+124
+1% +$1.81K 0.01% 1106
2020
Q3 		$145K Sell
12,189
-556
-4% -$6.78K 0.01% 993
2020
Q2 		$155K Buy
12,745
+2,385
+23% +$27.7K 0.01% 962
2020
Q1 		$107K Sell
10,360
-15,087
-59% -$251K 0.01% 845
2019
Q4 		$515K Buy
25,447
+3,114
+14% +$58.7K 0.02% 592
2019
Q3 		$398K Buy
22,333
+2,209
+11% +$38.2K 0.02% 660
2019
Q2 		$357K Buy
+20,124
New +$340K 0.02% 663

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 $3.37T AUM 44.26% 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

Sigma Planning Corp's KEY Position: Q4 2024 in Review

Sigma Planning Corp sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 12,285 shares — an estimated $206K sold.

Sigma Planning Corp first reported a position in KEY in Q2 2019 and held it in 22 quarters. The position peaked at $599K in Q3 2023. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Sigma Planning Corp reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 12,285 KeyCorp shares in Q4 2024, an estimated $206K.
  • Sigma Planning Corp first reported a position in KeyCorp in Q2 2019 and held it in 22 quarters.
  • Sigma Planning Corp's KeyCorp position peaked at $599K in Q3 2023.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.