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Key shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Key

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Key by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 15k 16.75
2024-06-30 $221k 16k 14.21
2024-03-31 $744k 50k 14.93
2023-12-31 $235k 16k 14.40
2023-06-30 $463k 37k 12.57

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cm Wealth Advisors

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