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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 – 425
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return