Win Advisors’s KeyCorp KEY Stock Holding History

Win 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 Q1	–	Sell	-12,362	Closed	-$178K	–	73
2023 Q4	$178K	Sell	12,362 -4,500	-27%	-$53.4K	0.08%	55
2023 Q3	$181K	Buy	+16,862	New	+$187K	0.09%	46

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Win Advisors's KEY Position: Q1 2024 in Review

Win Advisors sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 12,362 shares — an estimated $178K sold.

Win Advisors first reported a position in KEY in Q3 2023 and held it in 2 quarters. The position peaked at $181K in Q3 2023. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

Win Advisors reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
Win Advisors sold 12,362 KeyCorp shares in Q1 2024, an estimated $178K.
Win Advisors first reported a position in KeyCorp in Q3 2023 and held it in 2 quarters.
Win Advisors's KeyCorp position peaked at $181K in Q3 2023.
796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Win Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.