Abundance Wealth Counselors’s KeyCorp KEY Stock Holding History

Abundance Wealth Counselors’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
2023 Q2	–	Sell	-82,942	Closed	-$1.04M	–	107
2023 Q1	$1.04M	Buy	82,942 +7,747	+10%	+$131K	0.26%	61
2022 Q4	$1.31M	Sell	75,195 -4,384	-6%	-$77.1K	0.36%	50
2022 Q3	$1.27M	Buy	79,579 +4,542	+6%	+$81.3K	0.36%	39
2022 Q2	$1.29M	Buy	75,037 +14,954	+25%	+$289K	0.35%	42
2022 Q1	$1.34M	Sell	60,083 -59	-0.1%	-$1.47K	0.37%	49
2021 Q4	$1.39M	Buy	+60,142	New	+$1.4M	0.36%	48
2021 Q3	–	Sell	-48,111	Closed	-$993K	–	83
2021 Q2	$993K	Buy	48,111 +47,865	+19,457%	+$1.04M	0.26%	54
2021 Q1	$5K	Buy	+246	New	+$4.75K	﹤0.01%	289

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abundance Wealth Counselors's KEY Position: Q2 2023 in Review

Abundance Wealth Counselors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 82,942 shares — an estimated $1.04M sold.

Abundance Wealth Counselors first reported a position in KEY in Q1 2021 and held it in 8 quarters. The position peaked at $1.39M in Q4 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Abundance Wealth Counselors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 82,942 KeyCorp shares in Q2 2023, an estimated $1.04M.
Abundance Wealth Counselors first reported a position in KeyCorp in Q1 2021 and held it in 8 quarters.
Abundance Wealth Counselors's KeyCorp position peaked at $1.39M in Q4 2021.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Abundance Wealth Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.