Atlantic Edge Private Wealth Management »

Key shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Key

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Key by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 1.3k 16.75
2024-06-30 $19k 1.3k 14.21
2024-03-31 $21k 1.3k 15.81
2023-12-31 $19k 1.3k 14.40

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Key

Vanguard Group
BlackRock
BlackRock
Bank of Nova Scotia
State Street Corporation
T. Rowe Price Associates
Charles Schwab Investment Management
Hanna Zanoni
Geode Capital Management
Diamond Hill Capital Management
Invesco
Morgan Stanley
Earnest Partners
Goldman Sachs Group
Bank of America Corporation

View all funds holding Key