AWC
KEY icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return