WI
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WBI Investments’s KeyCorp KEY Stock Holding History

WBI Investments’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
-102,174
Closed -$1.45M – 250
2024
Q2 		$1.45M Sell
102,174
-49,044
-32% -$712K 0.35% 80
2024
Q1 		$2.39M Sell
151,218
-70,039
-32% -$1.01M 0.5% 48
2023
Q4 		$3.19M Buy
221,257
+50,453
+30% +$599K 0.64% 40
2023
Q3 		$1.84M Buy
170,804
+7,524
+5% +$83.3K 0.37% 79
2023
Q2 		$1.51M Buy
163,280
+110,302
+208% +$1.15M 0.27% 104
2023
Q1 		$663K Sell
52,978
-2,235
-4% -$37.8K 0.13% 146
2022
Q4 		$962K Buy
+55,213
New +$971K 0.21% 100
2022
Q2 		– Sell
-148,657
Closed -$3.18M – 162
2022
Q1 		$3.18M Sell
148,657
-88,819
-37% -$2.21M 0.51% 53
2021
Q4 		$5.3M Buy
237,476
+150,380
+173% +$3.49M 0.85% 20
2021
Q3 		$1.79M Buy
+87,096
New +$1.76M 0.3% 90
2021
Q2 		– Sell
-13,284
Closed -$265K – 217
2021
Q1 		$265K Sell
13,284
-51,440
-79% -$993K 0.04% 169
2020
Q4 		$1.06M Buy
64,724
+33,211
+105% +$484K 0.16% 94
2020
Q3 		$376K Sell
31,513
-6,401
-17% -$78K 0.06% 93
2020
Q2 		$462K Sell
37,914
-12,661
-25% -$147K 0.07% 84
2020
Q1 		$524K Sell
50,575
-304,235
-86% -$5.06M 0.1% 58
2019
Q4 		$7.18M Buy
354,810
+284,503
+405% +$5.37M 0.77% 25
2019
Q3 		$1.25M Sell
70,307
-218,180
-76% -$3.77M 0.12% 118
2019
Q2 		$5.12M Buy
288,487
+203,160
+238% +$3.44M 0.45% 42
2019
Q1 		$1.34M Buy
85,327
+32,087
+60% +$535K 0.1% 149
2018
Q4 		$787K Sell
53,240
-12,196
-19% -$215K 0.09% 65
2018
Q3 		$1.3M Buy
+65,436
New +$1.36M 0.07% 193
2017
Q1 		– Sell
-96,287
Closed -$1.76M – 330
2016
Q4 		$1.76M Sell
96,287
-2,783,212
-97% -$43.9M 0.08% 165
2016
Q3 		$35M Buy
+2,879,499
New +$34.5M 1.34% 21
2014
Q4 		– Sell
-562,194
Closed -$7.49M – 213
2014
Q3 		$7.49M Buy
+562,194
New +$7.69M 0.22% 74

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

WBI Investments's KEY Position: Q3 2024 in Review

WBI Investments sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 102,174 shares — an estimated $1.45M sold.

WBI Investments first reported a position in KEY in Q3 2014 and held it in 24 quarters. The position peaked at $35M in Q3 2016. 792 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • WBI Investments reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • WBI Investments sold 102,174 KeyCorp shares in Q3 2024, an estimated $1.45M.
  • WBI Investments first reported a position in KeyCorp in Q3 2014 and held it in 24 quarters.
  • WBI Investments's KeyCorp position peaked at $35M in Q3 2016.
  • 792 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on WBI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.