WA
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Wealth Alliance’s KeyCorp KEY Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-14,343
Closed -$133K – 517
2023
Q2 		$133K Sell
14,343
-21,965
-60% -$229K 0.02% 492
2023
Q1 		$455K Buy
36,308
+5,173
+17% +$87.4K 0.07% 255
2022
Q4 		$542K Buy
31,135
+5,548
+22% +$97.6K 0.1% 224
2022
Q3 		$410K Buy
25,587
+7,109
+38% +$127K 0.08% 250
2022
Q2 		$318K Buy
+18,478
New +$357K 0.06% 310

Other funds holding KEY

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Wealth Alliance's KEY Position: Q3 2023 in Review

Wealth Alliance sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 14,343 shares — an estimated $133K sold.

Wealth Alliance first reported a position in KEY in Q2 2022 and held it in 5 quarters. The position peaked at $542K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Wealth Alliance reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • Wealth Alliance sold 14,343 KeyCorp shares in Q3 2023, an estimated $133K.
  • Wealth Alliance first reported a position in KeyCorp in Q2 2022 and held it in 5 quarters.
  • Wealth Alliance's KeyCorp position peaked at $542K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.