AAS
KEY icon

Annex Advisory Services’s KeyCorp KEY Stock Holding History

Annex Advisory Services’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
-368,306
Closed -$4.61M – 259
2023
Q1 		$4.61M Buy
368,306
+2,480
+0.7% +$41.9K 0.25% 60
2022
Q4 		$6.37M Buy
365,826
+218,981
+149% +$3.85M 0.36% 47
2022
Q3 		$2.35M Buy
146,845
+4,621
+3% +$82.7K 0.16% 85
2022
Q2 		$2.45M Buy
142,224
+7,992
+6% +$154K 0.18% 84
2022
Q1 		$3M Buy
134,232
+6,720
+5% +$167K 0.22% 79
2021
Q4 		$2.95M Buy
127,512
+9,134
+8% +$212K 0.2% 75
2021
Q3 		$2.56M Buy
118,378
+13,776
+13% +$278K 0.21% 75
2021
Q2 		$2.16M Buy
104,602
+14,176
+16% +$308K 0.17% 81
2021
Q1 		$1.81M Buy
+90,426
New +$1.74M 0.17% 83

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return