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	–	676
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 $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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 Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Federated Hermes

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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