WR Wealth Planners’s Keysight KEYS Stock Holding History

WR Wealth Planners’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.61K	Buy	+10	New	+$1.61K	﹤0.01%	882
2024 Q3	–	Sell	-4,813	Closed	-$658K	–	1181
2024 Q2	$658K	Buy	4,813 +247	+5%	+$36.1K	0.2%	80
2024 Q1	$714K	Buy	4,566 +147	+3%	+$22.6K	0.22%	66
2023 Q4	$703K	Buy	4,419 +494	+13%	+$67.1K	0.26%	67
2023 Q3	$519K	Buy	3,925 +707	+22%	+$105K	0.2%	84
2023 Q2	$539K	Buy	3,218 +196	+6%	+$30.4K	0.21%	76
2023 Q1	$488K	Buy	3,022 +466	+18%	+$79.1K	0.21%	76
2022 Q4	$437K	Buy	2,556 +276	+12%	+$47.1K	0.27%	66
2022 Q3	$359K	Buy	2,280 +161	+8%	+$25.8K	0.25%	66
2022 Q2	$292K	Buy	2,119 +54	+3%	+$7.68K	0.19%	88
2022 Q1	$326K	Buy	+2,065	New	+$344K	0.19%	89

Other funds holding KEYS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

WR Wealth Planners opened a new position in Keysight (KEYS) in Q4 2024: 10 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in KEYS as recently as Q2 2024.

WR Wealth Planners first reported a position in KEYS in Q1 2022 and has held it in 11 quarters since. The position peaked at $714K in Q1 2024. 891 funds tracked by Wall St. Rank hold KEYS as of Q4 2024.

WR Wealth Planners held 10 shares of Keysight worth $1.61K as of Q4 2024.
Keysight was a new WR Wealth Planners position in Q4 2024.
Keysight made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #882 holding.
WR Wealth Planners first reported a position in Keysight in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Keysight position peaked at $714K in Q1 2024.
891 funds tracked by Wall St. Rank held Keysight as of Q4 2024.

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