Amplius Wealth Advisors’s KeyCorp KEY Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-480	Closed	-$11K	–	557
2021 Q4	$11K	Buy	+480	New	+$11.1K	﹤0.01%	591

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Amplius Wealth Advisors's KEY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of KeyCorp (KEY) in Q1 2022, closing a stake of 480 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in KEY in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 852 funds tracked by Wall St. Rank hold KEY as of Q1 2022.

Amplius Wealth Advisors reported no remaining KeyCorp position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 480 KeyCorp shares in Q1 2022, an estimated $11K.
Amplius Wealth Advisors first reported a position in KeyCorp in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's KeyCorp position peaked at $11K in Q4 2021.
852 funds tracked by Wall St. Rank held KeyCorp as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.