WPWealth’s KeyCorp KEY Stock Holding History

WPWealth’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	-10,071	Closed	-$145K	–	65
2023 Q4	$145K	Buy	10,071 +15	+0.1%	+$178	0.04%	59
2023 Q3	$108K	Buy	+10,056	New	+$111K	0.04%	59

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

WPWealth's KEY Position: Q1 2024 in Review

WPWealth sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 10,071 shares — an estimated $145K sold.

WPWealth first reported a position in KEY in Q3 2023 and held it in 2 quarters. The position peaked at $145K in Q4 2023. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

WPWealth reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
WPWealth sold 10,071 KeyCorp shares in Q1 2024, an estimated $145K.
WPWealth first reported a position in KeyCorp in Q3 2023 and held it in 2 quarters.
WPWealth's KeyCorp position peaked at $145K in Q4 2023.
799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on WPWealth's 13F filing for Q1 2024, filed 16 May 2024.