TWM
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Tradition Wealth Management’s KeyCorp KEY Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-452
Closed -$7K – 817
2023
Q4 		$7K Sell
452
-3,585
-89% -$42.6K ﹤0.01% 1069
2023
Q3 		$43K Buy
4,037
+159
+4% +$1.76K 0.01% 640
2023
Q2 		$36K Sell
3,878
-106
-3% -$1.11K ﹤0.01% 715
2023
Q1 		$50K Buy
3,984
+151
+4% +$2.55K 0.01% 602
2022
Q4 		$67K Buy
3,833
+149
+4% +$2.62K 0.01% 462
2022
Q3 		$59K Buy
3,684
+40
+1% +$716 0.01% 472
2022
Q2 		$63K Buy
3,644
+42
+1% +$812 0.01% 428
2022
Q1 		$81K Sell
3,602
-19
-0.5% -$472 0.01% 426
2021
Q4 		$84K Buy
3,621
+77
+2% +$1.79K 0.01% 433
2021
Q3 		$77K Buy
3,544
+30
+0.9% +$606 0.01% 412
2021
Q2 		$73K Buy
3,514
+31
+0.9% +$673 0.01% 448
2021
Q1 		$70K Buy
3,483
+31
+0.9% +$598 0.01% 373
2020
Q4 		$57K Buy
+3,452
New +$50.3K 0.01% 389

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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 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

Tradition Wealth Management's KEY Position: Q1 2024 in Review

Tradition Wealth Management sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 452 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in KEY in Q4 2020 and held it in 13 quarters. The position peaked at $84K in Q4 2021. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • Tradition Wealth Management reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 452 KeyCorp shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in KeyCorp in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's KeyCorp position peaked at $84K in Q4 2021.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.