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Sutton Wealth Advisors’s KeyCorp KEY Stock Holding History

Sutton Wealth Advisors’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
Q3 		$9.63K Sell
895
-169
-16% -$1.87K ﹤0.01% 480
2023
Q2 		$9.83K Buy
1,064
+462
+77% +$4.82K ﹤0.01% 461
2023
Q1 		$7.54K Sell
602
-7,875
-93% -$133K ﹤0.01% 470
2022
Q4 		$148K Hold
8,477
– – 0.06% 206
2022
Q3 		$136K Sell
8,477
-139
-2% -$2.49K 0.06% 210
2022
Q2 		$148K Buy
8,616
+11
+0.1% +$213 0.06% 195
2022
Q1 		$193K Buy
8,605
+67
+0.8% +$1.67K 0.07% 185
2021
Q4 		$197K Hold
8,538
– – 0.07% 179
2021
Q3 		$185K Hold
8,538
– – 0.07% 182
2021
Q2 		$176K Hold
8,538
– – 0.06% 191
2021
Q1 		$171K Hold
8,538
– – 0.07% 184
2020
Q4 		$140K Hold
8,538
– – 0.06% 198
2020
Q3 		$102K Buy
8,538
+33
+0.4% +$402 0.05% 213
2020
Q2 		$104K Buy
8,505
+28
+0.3% +$325 0.05% 206
2020
Q1 		$87.9K Hold
8,477
– – 0.06% 203
2019
Q4 		$172K Hold
8,477
– – 0.09% 167
2019
Q3 		$151K Hold
8,477
– – 0.08% 171
2019
Q2 		$150K Hold
8,477
– – 0.09% 170
2019
Q1 		$134K Hold
8,477
– – 0.08% 178
2018
Q4 		$125K Hold
8,477
– – 0.08% 172
2018
Q3 		$169K Hold
8,477
– – 0.11% 144
2018
Q2 		$166K Hold
8,477
– – 0.12% 143
2018
Q1 		$166K Hold
8,477
– – 0.12% 144
2017
Q4 		$171K Hold
8,477
– – 0.13% 144
2017
Q3 		$160K Hold
8,477
– – 0.12% 144
2017
Q2 		$159K Hold
8,477
– – 0.13% 141
2017
Q1 		$151K Hold
8,477
– – 0.13% 141
2016
Q4 		$155K Hold
8,477
– – 0.14% 130
2016
Q3 		$103K Sell
8,477
-79
-0.9% -$945 0.09% 178
2016
Q2 		$94.5K Hold
8,556
– – 0.09% 182
2016
Q1 		$94.5K Buy
+8,556
New +$95.6K 0.09% 182

Other funds holding KEY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's KEY Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its KeyCorp (KEY) stake by 16% in Q3 2023, selling an estimated $1.87K and leaving 895 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Sutton Wealth Advisors first reported a position in KEY in Q1 2016 and has held it in 31 quarters since. The position peaked at $197K in Q4 2021. 721 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Sutton Wealth Advisors held 895 shares of KeyCorp worth $9.63K as of Q3 2023.
  • Sutton Wealth Advisors sold 169 KeyCorp shares in Q3 2023, an estimated $1.87K.
  • KeyCorp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #480 holding.
  • Sutton Wealth Advisors first reported a position in KeyCorp in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's KeyCorp position peaked at $197K in Q4 2021.
  • 721 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.