SW
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SteelPeak Wealth’s KeyCorp KEY Stock Holding History

SteelPeak Wealth’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
Q3 		– Sell
-18,894
Closed -$268K – 563
2024
Q2 		$268K Sell
18,894
-14,257
-43% -$207K 0.01% 407
2024
Q1 		$524K Sell
33,151
-695
-2% -$10K 0.03% 290
2023
Q4 		$487K Buy
33,846
+404
+1% +$4.8K 0.03% 280
2023
Q3 		$360K Buy
33,442
+21,442
+179% +$237K 0.02% 301
2023
Q2 		$111K Buy
+12,000
New +$125K 0.01% 418

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

SteelPeak Wealth's KEY Position: Q3 2024 in Review

SteelPeak Wealth sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 18,894 shares — an estimated $268K sold.

SteelPeak Wealth first reported a position in KEY in Q2 2023 and held it in 5 quarters. The position peaked at $524K in Q1 2024. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • SteelPeak Wealth reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 18,894 KeyCorp shares in Q3 2024, an estimated $268K.
  • SteelPeak Wealth first reported a position in KeyCorp in Q2 2023 and held it in 5 quarters.
  • SteelPeak Wealth's KeyCorp position peaked at $524K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.