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Ten Capital Wealth Advisors’s KeyCorp KEY Stock Holding History

Ten Capital 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
-6,100
Closed -$76.4K – 375
2023
Q1 		$76.4K Buy
+6,100
New +$103K 0.02% 185
2022
Q4 		– Sell
-390
Closed -$6K – 630
2022
Q3 		$6K Buy
+390
New +$6.98K ﹤0.01% 383

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's KEY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 6,100 shares — an estimated $76.4K sold.

Ten Capital Wealth Advisors first reported a position in KEY in Q3 2022 and held it in 2 quarters. The position peaked at $76.4K in Q1 2023. 768 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 6,100 KeyCorp shares in Q2 2023, an estimated $76.4K.
  • Ten Capital Wealth Advisors first reported a position in KeyCorp in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's KeyCorp position peaked at $76.4K in Q1 2023.
  • 768 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.