Atlas Capital Advisors’s KeyCorp KEY Stock Holding History

Atlas Capital 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 Q2	–	Sell	-8,022	Closed	-$180K	–	1000
2022 Q1	$180K	Hold	8,022	–	–	0.03%	372
2021 Q4	$186K	Sell	8,022 -3,643	-31%	-$84.5K	0.03%	367
2021 Q3	$252K	Sell	11,665 -11,504	-50%	-$233K	0.04%	315
2021 Q2	$478K	Buy	23,169 +769	+3%	+$16.7K	0.08%	216
2021 Q1	$448K	Buy	+22,400	New	+$432K	0.09%	215
2020 Q2	–	Sell	-4,630	Closed	-$48K	–	709
2020 Q1	$48K	Sell	4,630 -8,806	-66%	-$147K	0.01%	440
2019 Q4	$272K	Sell	13,436 -385	-3%	-$7.26K	0.07%	276
2019 Q3	$247K	Buy	13,821 +1,378	+11%	+$23.8K	0.07%	284
2019 Q2	$221K	Sell	12,443 -1,715	-12%	-$29K	0.07%	280
2019 Q1	$223K	Sell	14,158 -8,993	-39%	-$150K	0.08%	249
2018 Q4	$342K	Buy	23,151 +20,332	+721%	+$358K	0.14%	188
2018 Q3	$56.8K	Buy	+2,819	New	+$58.5K	0.02%	412

Other funds holding KEY

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atlas Capital Advisors's KEY Position: Q2 2022 in Review

Atlas Capital Advisors sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 8,022 shares — an estimated $180K sold.

Atlas Capital Advisors first reported a position in KEY in Q3 2018 and held it in 12 quarters. The position peaked at $478K in Q2 2021. 811 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Atlas Capital Advisors reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
Atlas Capital Advisors sold 8,022 KeyCorp shares in Q2 2022, an estimated $180K.
Atlas Capital Advisors first reported a position in KeyCorp in Q3 2018 and held it in 12 quarters.
Atlas Capital Advisors's KeyCorp position peaked at $478K in Q2 2021.
811 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.