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Westover Capital Advisors’s KeyCorp KEY Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-11,800
Closed -$148K – 183
2023
Q1 		$148K Buy
+11,800
New +$199K 0.05% 157
2020
Q1 		– Sell
-10,000
Closed -$202K – 132
2019
Q4 		$202K Hold
10,000
– – 0.09% 142
2019
Q3 		$178K Hold
10,000
– – 0.08% 134
2019
Q2 		$178K Hold
10,000
– – 0.09% 135
2019
Q1 		$158K Buy
+10,000
New +$167K 0.08% 133

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westover Capital Advisors's KEY Position: Q2 2023 in Review

Westover Capital Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 11,800 shares — an estimated $148K sold.

Westover Capital Advisors first reported a position in KEY in Q1 2019 and held it in 5 quarters. The position peaked at $202K in Q4 2019. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Westover Capital Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Westover Capital Advisors sold 11,800 KeyCorp shares in Q2 2023, an estimated $148K.
  • Westover Capital Advisors first reported a position in KeyCorp in Q1 2019 and held it in 5 quarters.
  • Westover Capital Advisors's KeyCorp position peaked at $202K in Q4 2019.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.