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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return