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Wealthspire Advisors (Maryland)’s KeyCorp KEY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$265K Buy
+22,228
New +$271K 0.01% 369
2019
Q2 		– Sell
-4,911
Closed -$77K – 1261
2019
Q1 		$77K Sell
4,911
-66
-1% -$1.1K 0.01% 732
2018
Q4 		$74K Sell
4,977
-594
-11% -$10.5K 0.01% 709
2018
Q3 		$111K Buy
5,571
+440
+9% +$9.14K 0.01% 642
2018
Q2 		$100K Buy
5,131
+162
+3% +$3.23K 0.01% 707
2018
Q1 		$97K Sell
4,969
-127
-2% -$2.66K 0.01% 728
2017
Q4 		$103K Buy
5,096
+1,241
+32% +$23.4K 0.01% 705
2017
Q3 		$73K Buy
3,855
+184
+5% +$3.33K 0.01% 829
2017
Q2 		$69K Buy
3,671
+107
+3% +$1.94K 0.01% 831
2017
Q1 		$63K Buy
3,564
+727
+26% +$13.3K 0.01% 742
2016
Q4 		$52K Buy
2,837
+235
+9% +$3.71K 0.01% 757
2016
Q3 		$32K Sell
2,602
-21
-0.8% -$251 0.01% 910
2016
Q2 		$29K Buy
2,623
+44
+2% +$525 ﹤0.01% 879
2016
Q1 		$28K Buy
2,579
+494
+24% +$5.52K ﹤0.01% 855
2015
Q4 		$28K Buy
+2,085
New +$27.3K 0.01% 869

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KEY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in KeyCorp (KEY) in Q3 2020: 22,228 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in KEY as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in KEY in Q4 2015 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 22,228 shares of KeyCorp worth $265K as of Q3 2020.
  • KeyCorp was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • KeyCorp made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #369 holding.
  • Wealthspire Advisors (Maryland) first reported a position in KeyCorp in Q4 2015 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.