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TCI Wealth Advisors’s KeyCorp KEY Stock Holding History

TCI 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
Q2 		– Sell
-3,004
Closed -$37.6K – 1256
2023
Q1 		$37.6K Buy
3,004
+1,274
+74% +$21.5K ﹤0.01% 501
2022
Q4 		$30.1K Hold
1,730
– – ﹤0.01% 542
2022
Q3 		$28K Buy
1,730
+25
+1% +$448 ﹤0.01% 532
2022
Q2 		$29K Buy
1,705
+251
+17% +$4.85K ﹤0.01% 533
2022
Q1 		$32K Buy
1,454
+224
+18% +$5.57K ﹤0.01% 525
2021
Q4 		$28K Hold
1,230
– – ﹤0.01% 564
2021
Q3 		$27K Sell
1,230
-181
-13% -$3.66K ﹤0.01% 571
2021
Q2 		$29K Buy
1,411
+91
+7% +$1.98K ﹤0.01% 516
2021
Q1 		$26K Buy
1,320
+277
+27% +$5.34K 0.01% 508
2020
Q4 		$17K Hold
1,043
– – 0.01% 530
2020
Q3 		$12K Buy
1,043
+453
+77% +$5.52K ﹤0.01% 543
2020
Q2 		$7K Sell
590
-475
-45% -$5.52K ﹤0.01% 656
2020
Q1 		$11K Buy
1,065
+842
+378% +$14K 0.01% 551
2019
Q4 		$5K Buy
223
+3
+1% +$57 ﹤0.01% 852
2019
Q3 		$4K Buy
220
+120
+120% +$2.08K ﹤0.01% 869
2019
Q2 		$2K Sell
100
-27
-21% -$457 ﹤0.01% 1024
2019
Q1 		$2K Buy
127
+2
+2% +$33 ﹤0.01% 1039
2018
Q4 		$2K Sell
125
-167
-57% -$2.94K ﹤0.01% 1007
2018
Q3 		$6K Buy
292
+12
+4% +$249 ﹤0.01% 750
2018
Q2 		$5K Buy
280
+13
+5% +$259 ﹤0.01% 778
2018
Q1 		$5K Buy
267
+180
+207% +$3.77K ﹤0.01% 736
2017
Q4 		$2K Hold
87
– – ﹤0.01% 1022
2017
Q3 		$2K Hold
87
– – ﹤0.01% 958
2017
Q2 		$2K Hold
87
– – ﹤0.01% 994
2017
Q1 		$2K Hold
87
– – ﹤0.01% 943
2016
Q4 		$2K Sell
87
-11
-11% -$173 ﹤0.01% 1018
2016
Q3 		$1K Buy
+98
New +$1.17K ﹤0.01% 1150
2014
Q4 		– Sell
-900
Closed -$12K – 909
2014
Q3 		$12K Buy
+900
New +$12.3K 0.01% 415

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCI Wealth Advisors's KEY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 3,004 shares — an estimated $37.6K sold.

TCI Wealth Advisors first reported a position in KEY in Q3 2014 and held it in 28 quarters. The position peaked at $37.6K in Q1 2023. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,004 KeyCorp shares in Q2 2023, an estimated $37.6K.
  • TCI Wealth Advisors first reported a position in KeyCorp in Q3 2014 and held it in 28 quarters.
  • TCI Wealth Advisors's KeyCorp position peaked at $37.6K in Q1 2023.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.