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Wipfli Financial Advisors’s KeyCorp KEY Stock Holding History

Wipfli Financial 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
2022
Q3 		$138K Buy
+8,642
New +$155K 0.01% 586

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wipfli Financial Advisors's KEY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in KeyCorp (KEY) in Q3 2022: 8,642 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Wipfli Financial Advisors held 8,642 shares of KeyCorp worth $138K as of Q3 2022.
  • KeyCorp was a new Wipfli Financial Advisors position in Q3 2022.
  • KeyCorp made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #586 holding.
  • 801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.