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WealthPLAN Partners’s KeyCorp KEY Stock Holding History

WealthPLAN Partners’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
-85
Closed -$783 – 742
2023
Q2 		$783 Buy
85
+2
+2% +$21 ﹤0.01% 1153
2023
Q1 		$1.04K Buy
+83
New +$1.4K ﹤0.01% 1199
2016
Q3 		– Sell
-917
Closed -$10 – 1021
2016
Q2 		$10 Buy
+917
New +$10.9K ﹤0.01% 2533

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 40.91% 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

WealthPLAN Partners's KEY Position: Q3 2023 in Review

WealthPLAN Partners sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 85 shares — an estimated $783 sold.

WealthPLAN Partners first reported a position in KEY in Q2 2016 and held it in 3 quarters. The position peaked at $1.04K in Q1 2023. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • WealthPLAN Partners reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 85 KeyCorp shares in Q3 2023, an estimated $783.
  • WealthPLAN Partners first reported a position in KeyCorp in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's KeyCorp position peaked at $1.04K in Q1 2023.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.