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Key shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Key (KEY) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Key

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All positions including Key held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $95k 5.5k 17.14
2024-09-30 $93k 5.5k 16.75
2024-06-30 $78k 5.5k 14.21
2024-03-31 $109k 6.9k 15.81
2023-12-31 $99k 6.9k 14.40
2023-09-30 $76k 7.0k 10.76
2023-06-30 $70k 7.0k 9.93
2023-03-31 $88k 7.0k 12.52
2022-12-31 $122k 7.0k 17.42
2022-09-30 $112k 7.0k 15.95
2022-06-30 $121k 7.0k 17.24
2022-03-31 $164k 7.3k 22.40
2021-12-31 $177k 7.7k 23.09
2021-09-30 $166k 7.7k 21.66
2021-06-30 $162k 7.9k 20.62
2021-03-31 $159k 8.0k 19.96
2020-12-31 $131k 8.0k 16.45
2020-09-30 $95k 8.0k 11.93
2020-06-30 $102k 8.4k 12.17
2020-03-31 $90k 8.7k 10.33
2019-12-31 $176k 8.7k 20.20
2019-09-30 $155k 8.7k 17.79
2019-06-30 $155k 8.7k 17.79
2019-03-31 $178k 11k 15.78
2018-12-31 $169k 12k 14.76
2018-09-30 $206k 10k 19.93
2018-06-30 $170k 8.7k 19.51
2018-03-31 $180k 9.2k 19.56
2017-12-31 $186k 9.2k 20.22
2017-09-30 $173k 9.2k 18.80
2017-03-31 $176k 9.9k 17.82
2016-12-31 $180k 9.9k 18.23
2016-09-30 $23k 1.9k 12.37
2016-06-30 $21k 1.9k 11.29
2016-03-31 $21k 1.9k 11.29
2015-12-31 $25k 1.9k 13.44
2015-09-30 $24k 1.9k 12.90
2015-06-30 $28k 1.9k 15.05
2015-03-31 $26k 1.9k 13.98
2014-12-31 $26k 1.9k 13.98

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding Key

Vanguard Group
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FMR
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Charles Schwab Investment Management
Hanna Zanoni
Geode Capital Management
Diamond Hill Capital Management
Invesco
Morgan Stanley
Millennium Management
Northern Trust
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Key