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Wealth Advisory Solutions’s KeyCorp KEY Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-30,125
Closed -$434K – 130
2023
Q4 		$434K Sell
30,125
-35,575
-54% -$422K 0.15% 60
2023
Q3 		$817K Buy
65,700
+33,375
+103% +$370K 0.16% 80
2023
Q2 		$299K Buy
+32,325
New +$337K 0.08% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 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 $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wealth Advisory Solutions's KEY Position: Q1 2024 in Review

Wealth Advisory Solutions sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 30,125 shares — an estimated $434K sold.

Wealth Advisory Solutions first reported a position in KEY in Q2 2023 and held it in 3 quarters. The position peaked at $817K in Q3 2023. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • Wealth Advisory Solutions reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 30,125 KeyCorp shares in Q1 2024, an estimated $434K.
  • Wealth Advisory Solutions first reported a position in KeyCorp in Q2 2023 and held it in 3 quarters.
  • Wealth Advisory Solutions's KeyCorp position peaked at $817K in Q3 2023.
  • 796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Wealth Advisory Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.