Key shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Key
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Quarterly reported holdings in Key by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 1.3M | 18.69 |
| 2025-06-30 | $22M | 1.3M | 17.42 |
| 2025-03-31 | $19M | 1.2M | 15.99 |
| 2024-12-31 | $22M | 1.3M | 17.14 |
| 2024-09-30 | $20M | 1.2M | 16.75 |
| 2024-06-30 | $17M | 1.2M | 14.21 |
| 2024-03-31 | $18M | 1.1M | 15.81 |
| 2023-12-31 | $23M | 1.6M | 14.67 |
| 2023-09-30 | $17M | 1.6M | 10.76 |
| 2023-06-30 | $16M | 1.7M | 9.24 |
| 2023-03-31 | $14M | 1.1M | 12.52 |
| 2022-12-31 | $13M | 729k | 17.42 |
| 2022-09-30 | $9.1M | 565k | 16.02 |
| 2022-06-30 | $9.3M | 540k | 17.23 |
| 2022-03-31 | $7.2M | 321k | 22.38 |
| 2021-12-31 | $5.6M | 243k | 23.13 |
| 2021-09-30 | $4.9M | 225k | 21.62 |
| 2021-06-30 | $3.7M | 177k | 20.65 |
| 2021-03-31 | $2.3M | 115k | 19.98 |
| 2020-12-31 | $2.8M | 169k | 16.41 |
| 2020-09-30 | $2.7M | 228k | 11.93 |
| 2020-06-30 | $2.1M | 171k | 12.18 |
| 2020-03-31 | $654k | 63k | 10.36 |
| 2019-12-31 | $585k | 29k | 20.23 |
| 2019-09-30 | $206k | 12k | 17.83 |
| 2019-06-30 | $1.5M | 84k | 17.75 |
| 2018-12-31 | $186k | 13k | 14.79 |
| 2018-09-30 | $362k | 18k | 19.90 |