UWS
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Unique Wealth Strategies’s KeyCorp KEY Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-265
Closed -$4.19K – 452
2024
Q2 		$4.19K Buy
+265
New +$3.85K ﹤0.01% 402

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Unique Wealth Strategies's KEY Position: Q3 2024 in Review

Unique Wealth Strategies sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 265 shares — an estimated $4.19K sold.

Unique Wealth Strategies first reported a position in KEY in Q2 2024 and held it in 1 quarter. The position peaked at $4.19K in Q2 2024. 791 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Unique Wealth Strategies reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 265 KeyCorp shares in Q3 2024, an estimated $4.19K.
  • Unique Wealth Strategies first reported a position in KeyCorp in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's KeyCorp position peaked at $4.19K in Q2 2024.
  • 791 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.