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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
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 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Northrop Grumman Corporation (NOC)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Cm Wealth Advisors

Top funds holding Key

Vanguard Group
Charles Schwab Investment Management
Ontario Teachers' Pension Plan Board
Citadel Advisors
Millennium Management
Goldman Sachs Group
Dimensional Fund Advisors
Earnest Partners
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Barclays
Arrowstreet Capital, Limited Partnership
Bank Of Montreal

View all funds holding Key