Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
KEY holding history
Keycorp in every 13F filed by Connectus Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KEY overviewAll 13F holders of KEYFull Q1 2024 holdings
- Shares (Q1 2024)
- 191,078
- Value
- $3.02M
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 191,078 | $3.02M | 0.1% | −21,635−10.2% | Reduced | Holders |
| Q4 2023 | 212,713 | $3.06M | 0.1% | −16,609−7.2% | Reduced | Holders |
| Q3 2023 | 229,322 | $2.47M | 0.1% | +229,322 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −545,542−100.0% | Sold out | Holders |
| Q4 2022 | 545,542 | $9.50M | 0.2% | −2,821−0.5% | Reduced | Holders |
| Q3 2022 | 548,363 | $8.79M | 0.2% | +19,931+3.8% | Added | Holders |
| Q2 2022 | 528,432 | $9.11M | 0.2% | +528,432 | New | Holders |