WGCA
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Wolf Group Capital Advisors’s KeyCorp KEY Stock Holding History

Wolf Group 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
-92,059
Closed -$1.15M – 108
2023
Q1 		$1.15M Sell
92,059
-9,402
-9% -$159K 0.57% 62
2022
Q4 		$1.77M Sell
101,461
-5,568
-5% -$97.9K 0.83% 44
2022
Q3 		$1.72M Buy
107,029
+297
+0.3% +$5.32K 0.94% 37
2022
Q2 		$1.84M Buy
106,732
+17,552
+20% +$339K 0.96% 36
2022
Q1 		$2M Buy
+89,180
New +$2.22M 1.02% 35

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolf Group Capital Advisors's KEY Position: Q2 2023 in Review

Wolf Group Capital Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 92,059 shares — an estimated $1.15M sold.

Wolf Group Capital Advisors first reported a position in KEY in Q1 2022 and held it in 5 quarters. The position peaked at $2M in Q1 2022. 768 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Wolf Group Capital Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 92,059 KeyCorp shares in Q2 2023, an estimated $1.15M.
  • Wolf Group Capital Advisors first reported a position in KeyCorp in Q1 2022 and held it in 5 quarters.
  • Wolf Group Capital Advisors's KeyCorp position peaked at $2M in Q1 2022.
  • 768 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.