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Wetzel Investment Advisors’s KeyCorp KEY Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-63
Closed -$996 – 533
2024
Q2 		$996 Hold
63
– – ﹤0.01% 821
2024
Q1 		$906 Hold
63
– – ﹤0.01% 940
2023
Q4 		$1K Buy
+63
New +$748 ﹤0.01% 946

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wetzel Investment Advisors's KEY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 63 shares — an estimated $996 sold.

Wetzel Investment Advisors first reported a position in KEY in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 63 KeyCorp shares in Q3 2024, an estimated $996.
  • Wetzel Investment Advisors first reported a position in KeyCorp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's KeyCorp position peaked at $1K in Q4 2023.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.