Arete Wealth Advisors’s KeyCorp KEY Stock Holding History

Arete 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 Q4	–	Sell	-22,071	Closed	-$354K	–	675
2022 Q3	$354K	Buy	22,071 +1,408	+7%	+$25.2K	0.03%	364
2022 Q2	$356K	Buy	20,663 +4,357	+27%	+$84.2K	0.04%	305
2022 Q1	$365K	Buy	16,306 +1,977	+14%	+$49.2K	0.03%	349
2021 Q4	$338K	Buy	14,329 +2,558	+22%	+$59.4K	0.03%	364
2021 Q3	$254K	Buy	+11,771	New	+$238K	0.03%	356
2018 Q3	–	Sell	-30,529	Closed	-$597K	–	381
2018 Q2	$597K	Buy	30,529 +1,721	+6%	+$34.4K	0.14%	167
2018 Q1	$563K	Buy	28,808 +1,028	+4%	+$21.5K	0.19%	145
2017 Q4	$560K	Buy	27,780 +182	+0.7%	+$3.43K	0.18%	153
2017 Q3	$519K	Buy	27,598 +5,443	+25%	+$98.5K	0.21%	146
2017 Q2	$415K	Buy	+22,155	New	+$401K	0.19%	149

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's KEY Position: Q4 2022 in Review

Arete Wealth Advisors sold out of KeyCorp (KEY) in Q4 2022, closing a stake of 22,071 shares — an estimated $354K sold.

Arete Wealth Advisors first reported a position in KEY in Q2 2017 and held it in 10 quarters. The position peaked at $597K in Q2 2018. 820 funds tracked by Wall St. Rank hold KEY as of Q4 2022.

Arete Wealth Advisors reported no remaining KeyCorp position as of Q4 2022 after selling out during the quarter.
Arete Wealth Advisors sold 22,071 KeyCorp shares in Q4 2022, an estimated $354K.
Arete Wealth Advisors first reported a position in KeyCorp in Q2 2017 and held it in 10 quarters.
Arete Wealth Advisors's KeyCorp position peaked at $597K in Q2 2018.
820 funds tracked by Wall St. Rank held KeyCorp as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.