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Squar Milner Financial Services’s Keysight KEYS Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,125
Closed -$94K – 472
2020
Q1 		$94K Buy
1,125
+256
+29% +$24.3K 0.06% 278
2019
Q4 		$89K Buy
+869
New +$88.9K 0.04% 354
2019
Q3 		– Sell
-74
Closed -$7K – 477
2019
Q2 		$7K Sell
74
-75
-50% -$6.37K ﹤0.01% 557
2019
Q1 		$12K Hold
149
– – 0.01% 487
2018
Q4 		$9K Buy
+149
New +$8.97K 0.01% 482

Other funds holding KEYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Squar Milner Financial Services's KEYS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Keysight (KEYS) in Q2 2020, closing a stake of 1,125 shares — an estimated $94K sold.

Squar Milner Financial Services first reported a position in KEYS in Q4 2018 and held it in 5 quarters. The position peaked at $94K in Q1 2020. 673 funds tracked by Wall St. Rank hold KEYS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Keysight position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,125 Keysight shares in Q2 2020, an estimated $94K.
  • Squar Milner Financial Services first reported a position in Keysight in Q4 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Keysight position peaked at $94K in Q1 2020.
  • 673 funds tracked by Wall St. Rank held Keysight as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.