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 $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return