VWM
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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 $57.1B AUM 35.3% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $653B AUM 32.41% 1-Year Est. Return