Altium Wealth Management’s KeyCorp KEY Stock Holding History

Altium 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
2022 Q2	$285K	Buy	16,537 +96	+0.6%	+$1.86K	0.02%	305
2022 Q1	$368K	Buy	16,441 +460	+3%	+$11.4K	0.02%	302
2021 Q4	$370K	Buy	15,981 +958	+6%	+$22.2K	0.02%	302
2021 Q3	$325K	Hold	15,023	–	–	0.02%	307
2021 Q2	$310K	Sell	15,023 -154	-1%	-$3.34K	0.02%	310
2021 Q1	$303K	Buy	15,177 +2,224	+17%	+$42.9K	0.02%	303
2020 Q4	$213K	Hold	12,953	–	–	0.02%	325
2020 Q3	$155K	Sell	12,953 -18	-0.1%	-$219	0.02%	320
2020 Q2	$158K	Sell	12,971 -1,109	-8%	-$12.9K	0.02%	311
2020 Q1	$146K	Sell	14,080 -961	-6%	-$16K	0.02%	303
2019 Q4	$304K	Buy	15,041 +10	+0.1%	+$189	0.04%	215
2019 Q3	$268K	Sell	15,031 -123	-0.8%	-$2.13K	0.04%	226
2019 Q2	$269K	Buy	15,154 +764	+5%	+$12.9K	0.04%	229
2019 Q1	$227K	Sell	14,390 -207	-1%	-$3.45K	0.04%	242
2018 Q4	$216K	Sell	14,597 -429	-3%	-$7.55K	0.04%	235
2018 Q3	$299K	Sell	15,026 -722	-5%	-$15K	0.06%	219
2018 Q2	$308K	Buy	15,748 +5,478	+53%	+$109K	0.08%	179
2018 Q1	$201K	Buy	+10,270	New	+$215K	0.08%	161

Other funds holding KEY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Altium Wealth Management's KEY Position: Q2 2022 in Review

Altium Wealth Management increased its KeyCorp (KEY) stake by 0.58% in Q2 2022, buying an estimated $1.86K and bringing the position to 16,537 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #305.

Altium Wealth Management first reported a position in KEY in Q1 2018 and has held it in 18 quarters since. The position peaked at $370K in Q4 2021. 810 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Altium Wealth Management held 16,537 shares of KeyCorp worth $285K as of Q2 2022.
Altium Wealth Management bought 96 KeyCorp shares in Q2 2022, an estimated $1.86K.
KeyCorp made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #305 holding.
Altium Wealth Management first reported a position in KeyCorp in Q1 2018 and has held it in 18 quarters since.
Altium Wealth Management's KeyCorp position peaked at $370K in Q4 2021.
810 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.