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Spartan Planning & Wealth Management’s Keysight KEYS Stock Holding History

Spartan Planning & Wealth Management’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$20.4K Buy
+128
New +$17.4K 0.02% 161
2022
Q4 		$151K Buy
+880
New +$150K 0.19% 71

Other funds holding KEYS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Spartan Planning & Wealth Management's KEYS Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Keysight (KEYS) in Q4 2023: 128 shares worth $20.4K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in KEYS as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in KEYS in Q4 2022 and has held it in 2 quarters since. The position peaked at $151K in Q4 2022. 881 funds tracked by Wall St. Rank hold KEYS as of Q4 2023.

  • Spartan Planning & Wealth Management held 128 shares of Keysight worth $20.4K as of Q4 2023.
  • Keysight was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Keysight made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #161 holding.
  • Spartan Planning & Wealth Management first reported a position in Keysight in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Keysight position peaked at $151K in Q4 2022.
  • 881 funds tracked by Wall St. Rank held Keysight as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.