T
KEY icon

TCWP’s KeyCorp KEY Stock Holding History

TCWP’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
Q4 		– Sell
-11,470
Closed -$123K – 79
2023
Q3 		$123K Sell
11,470
-2,721
-19% -$30.1K 0.09% 102
2023
Q2 		$131K Sell
14,191
-11,444
-45% -$119K 0.03% 177
2023
Q1 		$321K Sell
25,635
-3,192
-11% -$53.9K 0.06% 178
2022
Q4 		$502K Sell
28,827
-5,705
-17% -$100K 0.1% 137
2022
Q3 		$553K Sell
34,532
-495
-1% -$8.86K 0.12% 132
2022
Q2 		$603K Sell
35,027
-5,497
-14% -$106K 0.13% 123
2022
Q1 		$906K Sell
40,524
-35,941
-47% -$894K 0.16% 110
2021
Q4 		$1.77M Buy
+76,465
New +$1.77M 0.35% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TCWP's KEY Position: Q4 2023 in Review

TCWP sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 11,470 shares — an estimated $123K sold.

TCWP first reported a position in KEY in Q4 2021 and held it in 8 quarters. The position peaked at $1.77M in Q4 2021. 799 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • TCWP reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 11,470 KeyCorp shares in Q4 2023, an estimated $123K.
  • TCWP first reported a position in KeyCorp in Q4 2021 and held it in 8 quarters.
  • TCWP's KeyCorp position peaked at $1.77M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.