Accel Wealth Management’s KeyCorp KEY Stock Holding History

Accel Wealth Management’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	-5,265	Closed	-$65.9K	–	541
2023 Q1	$65.9K	Buy	5,265 +78	+2%	+$1.32K	0.03%	418
2022 Q4	$90.4K	Sell	5,187 -681	-12%	-$12K	0.04%	254
2022 Q3	$100K	Buy	5,868 +54	+0.9%	+$967	0.05%	248
2022 Q2	$102K	Sell	5,814 -151	-3%	-$2.92K	0.06%	235
2022 Q1	$129K	Buy	5,965 +42	+0.7%	+$1.04K	0.07%	219
2021 Q4	$137K	Buy	5,923 +39	+0.7%	+$905	0.07%	215
2021 Q3	$127K	Sell	5,884 -2,745	-32%	-$55.5K	0.08%	193
2021 Q2	$178K	Buy	8,629 +51	+0.6%	+$1.11K	0.12%	170
2021 Q1	$171K	Sell	8,578 -160	-2%	-$3.09K	0.14%	153
2020 Q4	$143K	Buy	+8,738	New	+$127K	0.13%	160

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 $3.37T AUM 44.26% 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

Accel Wealth Management's KEY Position: Q2 2023 in Review

Accel Wealth Management sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 5,265 shares — an estimated $65.9K sold.

Accel Wealth Management first reported a position in KEY in Q4 2020 and held it in 10 quarters. The position peaked at $178K in Q2 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Accel Wealth Management reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 5,265 KeyCorp shares in Q2 2023, an estimated $65.9K.
Accel Wealth Management first reported a position in KeyCorp in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's KeyCorp position peaked at $178K in Q2 2021.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.