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TFO Wealth Partners’s KeyCorp KEY Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-19
Closed -$300 – 424
2024
Q1 		$300 Hold
19
– – ﹤0.01% 399
2023
Q4 		$274 Sell
19
-19
-50% -$226 ﹤0.01% 541
2023
Q3 		$352 Buy
38
+19
+100% +$210 ﹤0.01% 589
2023
Q2 		$176 Hold
19
– – ﹤0.01% 545
2023
Q1 		$238 Buy
19
+17
+850% +$287 ﹤0.01% 431
2022
Q4 		$31 Buy
+2
New +$35 ﹤0.01% 890
2022
Q3 		– Sell
-112
Closed -$2K – 317
2022
Q2 		$2K Buy
+112
New +$2.17K ﹤0.01% 322
2021
Q3 		– Sell
-500
Closed -$10K – 162
2021
Q2 		$10K Buy
+500
New +$10.9K ﹤0.01% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's KEY Position: Q2 2024 in Review

TFO Wealth Partners sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 19 shares — an estimated $300 sold.

TFO Wealth Partners first reported a position in KEY in Q2 2021 and held it in 8 quarters. The position peaked at $10K in Q2 2021. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • TFO Wealth Partners reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 19 KeyCorp shares in Q2 2024, an estimated $300.
  • TFO Wealth Partners first reported a position in KeyCorp in Q2 2021 and held it in 8 quarters.
  • TFO Wealth Partners's KeyCorp position peaked at $10K in Q2 2021.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.