Ownership history in Modera Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in KEYCORP (KEY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 15,435 | -240 | -1.5% | 0.00% | $288K | $18.30 |
| 2025 Q2 | REDUCED | 15,675 | -2 | -0.0% | 0.00% | $273K | $16.88 |
| 2025 Q1 | REDUCED | 15,677 | -844 | -5.1% | 0.00% | $251K | $15.29 |
| 2024 Q4 | ADDED | 16,521 | +627 | +3.9% | 0.00% | $283K | $16.19 |
| 2024 Q3 | REDUCED | 15,894 | -16,209 | -50.5% | 0.00% | $266K | $15.65 |
| 2024 Q2 | ADDED | 32,103 | +20,907 | +186.7% | 0.01% | $456K | $13.12 |
| 2021 Q4 | INITIATED | 11,196 | — | — | 0.01% | $259K | $18.64 |
As of 2025 Q4 — sorted by position size