1 North Wealth Services’s KeyCorp KEY Stock Holding History

1 North Wealth Services’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Hold	140	–	–	﹤0.01%	294
2019 Q3	$2K	Buy	+140	New	+$2.42K	﹤0.01%	288
2019 Q1	$4K	Hold	238	–	–	﹤0.01%	213
2018 Q4	$4K	Buy	+238	New	+$4.19K	﹤0.01%	211

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1 North Wealth Services's KEY Position: Q4 2019 in Review

1 North Wealth Services held its KeyCorp (KEY) position steady in Q4 2019 at 140 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

1 North Wealth Services first reported a position in KEY in Q4 2018 and has held it in 4 quarters since. The position peaked at $4K in Q1 2019. 793 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

1 North Wealth Services held 140 shares of KeyCorp worth $3K as of Q4 2019.
1 North Wealth Services left its KeyCorp share count unchanged in Q4 2019.
KeyCorp made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #294 holding.
1 North Wealth Services first reported a position in KeyCorp in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's KeyCorp position peaked at $4K in Q1 2019.
793 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.