Surience Private Wealth’s KeyCorp KEY Stock Holding History

Surience Private 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 Q2	–	Sell	-270,624	Closed	-$4.28M	–	35
2024 Q1	$4.28M	Buy	+270,624	New	+$3.91M	4.05%	5

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Surience Private Wealth's KEY Position: Q2 2024 in Review

Surience Private Wealth sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 270,624 shares — an estimated $4.28M sold.

Surience Private Wealth first reported a position in KEY in Q1 2024 and held it in 1 quarter. The position peaked at $4.28M in Q1 2024. 784 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

Surience Private Wealth reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
Surience Private Wealth sold 270,624 KeyCorp shares in Q2 2024, an estimated $4.28M.
Surience Private Wealth first reported a position in KeyCorp in Q1 2024 and held it in 1 quarter.
Surience Private Wealth's KeyCorp position peaked at $4.28M in Q1 2024.
784 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.