WWM
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Western Wealth Management’s KeyCorp KEY Stock Holding History

Western Wealth Management’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
2025
Q1 		– Sell
-61,824
Closed -$1.06M – 728
2024
Q4 		$1.06M Sell
61,824
-11,447
-16% -$205K 0.06% 303
2024
Q3 		$1.23M Buy
+73,271
New +$1.16M 0.07% 274
2024
Q1 		– Sell
-84,070
Closed -$1.21M – 686
2023
Q4 		$1.21M Sell
84,070
-3,459
-4% -$41.1K 0.09% 242
2023
Q3 		$942K Buy
87,529
+15,143
+21% +$168K 0.08% 261
2023
Q2 		$669K Buy
72,386
+11,145
+18% +$116K 0.06% 316
2023
Q1 		$767K Buy
61,241
+19,541
+47% +$330K 0.07% 277
2022
Q4 		$726K Sell
41,700
-16,702
-29% -$294K 0.07% 281
2022
Q3 		$1M Buy
58,402
+2,253
+4% +$40.3K 0.06% 306
2022
Q2 		$974K Buy
56,149
+3,734
+7% +$72.2K 0.06% 308
2022
Q1 		$1.17M Buy
52,415
+40,633
+345% +$1.01M 0.06% 310
2021
Q4 		$274K Buy
+11,782
New +$273K 0.03% 499
2021
Q2 		$993K Buy
+47,708
New +$1.04M 0.1% 208
2021
Q1 		– Sell
-13,245
Closed -$217K – 531
2020
Q4 		$217K Sell
13,245
-3,545
-21% -$51.6K 0.03% 428
2020
Q3 		$200K Sell
16,790
-132
-0.8% -$1.61K 0.03% 417
2020
Q2 		$206K Sell
16,922
-685
-4% -$7.96K 0.04% 390
2020
Q1 		$182K Buy
17,607
+4,503
+34% +$74.9K 0.04% 350
2019
Q4 		$265K Buy
13,104
+139
+1% +$2.62K 0.04% 336
2019
Q3 		$232K Hold
12,965
– – 0.05% 349
2019
Q2 		$232K Sell
12,965
-534
-4% -$9.03K 0.03% 355
2019
Q1 		$213K Hold
13,499
– – 0.05% 355
2018
Q4 		$198K Buy
+13,499
New +$238K 0.05% 330

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Western Wealth Management's KEY Position: Q1 2025 in Review

Western Wealth Management sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 61,824 shares — an estimated $1.06M sold.

Western Wealth Management first reported a position in KEY in Q4 2018 and held it in 21 quarters. The position peaked at $1.23M in Q3 2024. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Western Wealth Management reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 61,824 KeyCorp shares in Q1 2025, an estimated $1.06M.
  • Western Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 21 quarters.
  • Western Wealth Management's KeyCorp position peaked at $1.23M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.