Summit Financial Strategies’s KeyCorp KEY Stock Holding History

Summit Financial Strategies’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 Q2	–	Sell	-19,889	Closed	-$249K	–	127
2023 Q1	$249K	Buy	+19,889	New	+$336K	0.05%	104

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Strategies's KEY Position: Q2 2023 in Review

Summit Financial Strategies sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 19,889 shares — an estimated $249K sold.

Summit Financial Strategies first reported a position in KEY in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Summit Financial Strategies reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Summit Financial Strategies sold 19,889 KeyCorp shares in Q2 2023, an estimated $249K.
Summit Financial Strategies first reported a position in KeyCorp in Q1 2023 and held it in 1 quarter.
Summit Financial Strategies's KeyCorp position peaked at $249K in Q1 2023.
767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Summit Financial Strategies's 13F filing for Q2 2023, filed 21 Jul 2023.