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Venturi Wealth Management’s KeyCorp KEY Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,100
Closed -$36K – 1259
2024
Q4 		$36K Sell
2,100
-426
-17% -$7.64K ﹤0.01% 1119
2024
Q3 		$42.3K Buy
2,526
+975
+63% +$15.5K ﹤0.01% 817
2024
Q2 		$22K Buy
1,551
+582
+60% +$8.44K ﹤0.01% 915
2024
Q1 		$15.3K Buy
969
+133
+16% +$1.92K ﹤0.01% 809
2023
Q4 		$12K Buy
836
+186
+29% +$2.21K ﹤0.01% 832
2023
Q3 		$6.99K Buy
650
+121
+23% +$1.34K ﹤0.01% 876
2023
Q2 		$4.89K Buy
529
+22
+4% +$230 ﹤0.01% 760
2023
Q1 		$6.35K Buy
+507
New +$8.56K ﹤0.01% 788

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Venturi Wealth Management's KEY Position: Q1 2025 in Review

Venturi Wealth Management sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 2,100 shares — an estimated $36K sold.

Venturi Wealth Management first reported a position in KEY in Q1 2023 and held it in 8 quarters. The position peaked at $42.3K in Q3 2024. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Venturi Wealth Management reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,100 KeyCorp shares in Q1 2025, an estimated $36K.
  • Venturi Wealth Management first reported a position in KeyCorp in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's KeyCorp position peaked at $42.3K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.