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TrinityPoint Wealth’s KeyCorp KEY Stock Holding History

TrinityPoint Wealth’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
2019
Q4 		– Sell
-10,028
Closed -$190K – 213
2019
Q3 		$190K Sell
10,028
-1,239
-11% -$21.4K 0.07% 203
2019
Q2 		$208K Buy
11,267
+10
+0.1% +$169 0.1% 163
2019
Q1 		$177K Buy
+11,257
New +$188K 0.09% 175

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrinityPoint Wealth's KEY Position: Q4 2019 in Review

TrinityPoint Wealth sold out of KeyCorp (KEY) in Q4 2019, closing a stake of 10,028 shares — an estimated $190K sold.

TrinityPoint Wealth first reported a position in KEY in Q1 2019 and held it in 3 quarters. The position peaked at $208K in Q2 2019. 794 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

  • TrinityPoint Wealth reported no remaining KeyCorp position as of Q4 2019 after selling out during the quarter.
  • TrinityPoint Wealth sold 10,028 KeyCorp shares in Q4 2019, an estimated $190K.
  • TrinityPoint Wealth first reported a position in KeyCorp in Q1 2019 and held it in 3 quarters.
  • TrinityPoint Wealth's KeyCorp position peaked at $208K in Q2 2019.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on TrinityPoint Wealth's 13F filing for Q4 2019, filed 6 Feb 2020.