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WR Wealth Planners’s KeyCorp KEY Stock Holding History

WR Wealth Planners’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
Q4 		$10.6K Buy
618
+18
+3% +$323 ﹤0.01% 581
2024
Q3 		$10.1K Hold
600
– – ﹤0.01% 624
2024
Q2 		$8.53K Hold
600
– – ﹤0.01% 628
2024
Q1 		$9.49K Buy
+600
New +$8.67K ﹤0.01% 609

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

WR Wealth Planners's KEY Position: Q4 2024 in Review

WR Wealth Planners increased its KeyCorp (KEY) stake by 3% in Q4 2024, buying an estimated $323 and bringing the position to 618 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

WR Wealth Planners first reported a position in KEY in Q1 2024 and has held it in 4 quarters since. 812 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • WR Wealth Planners held 618 shares of KeyCorp worth $10.6K as of Q4 2024.
  • WR Wealth Planners bought 18 KeyCorp shares in Q4 2024, an estimated $323.
  • KeyCorp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #581 holding.
  • WR Wealth Planners first reported a position in KeyCorp in Q1 2024 and has held it in 4 quarters since.
  • 812 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.