Waldron Private Wealth’s KeyCorp KEY Stock Holding History

Waldron Private 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
2023 Q1	–	Sell	-18,353	Closed	-$294K	–	435
2022 Q4	$294K	Hold	18,353	–	–	0.02%	305
2022 Q3	$294K	Buy	18,353 +681	+4%	+$12.2K	0.02%	307
2022 Q2	$304K	Sell	17,672 -152	-0.9%	-$2.94K	0.02%	300
2022 Q1	$398K	Buy	17,824 +108	+0.6%	+$2.69K	0.02%	276
2021 Q4	$409K	Hold	17,716	–	–	0.02%	274
2021 Q3	$383K	Buy	17,716 +70	+0.4%	+$1.42K	0.02%	249
2021 Q2	$364K	Sell	17,646 -20,000	-53%	-$434K	0.02%	241
2021 Q1	$752K	Hold	37,646	–	–	0.05%	151
2020 Q4	$617K	Hold	37,646	–	–	0.05%	164
2020 Q3	$449K	Buy	37,646 +864	+2%	+$10.5K	0.04%	172
2020 Q2	$448K	Sell	36,782 -1,867	-5%	-$21.7K	0.04%	162
2020 Q1	$400K	Buy	38,649 +123	+0.3%	+$2.05K	0.04%	160
2019 Q4	$779K	Hold	38,526	–	–	0.07%	130
2019 Q3	$687K	Hold	38,526	–	–	0.07%	131
2019 Q2	$683K	Hold	38,526	–	–	0.07%	112
2019 Q1	$606K	Buy	+38,526	New	+$642K	0.07%	129

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Waldron Private Wealth's KEY Position: Q1 2023 in Review

Waldron Private Wealth sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 18,353 shares — an estimated $294K sold.

Waldron Private Wealth first reported a position in KEY in Q1 2019 and held it in 16 quarters. The position peaked at $779K in Q4 2019. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

Waldron Private Wealth reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
Waldron Private Wealth sold 18,353 KeyCorp shares in Q1 2023, an estimated $294K.
Waldron Private Wealth first reported a position in KeyCorp in Q1 2019 and held it in 16 quarters.
Waldron Private Wealth's KeyCorp position peaked at $779K in Q4 2019.
783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Waldron Private Wealth's 13F filing for Q1 2023, filed 2 May 2023.