Atlas Private Wealth Advisors’s KeyCorp KEY Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-276	Closed	-$6K	–	447
2021 Q3	$6K	Hold	276	–	–	﹤0.01%	534
2021 Q2	$6K	Sell	276 -43	-13%	-$934	﹤0.01%	548
2021 Q1	$6K	Buy	319 +43	+16%	+$830	﹤0.01%	580
2020 Q4	$5K	Hold	276	–	–	﹤0.01%	526
2020 Q3	$3K	Hold	276	–	–	﹤0.01%	533
2020 Q2	$3K	Buy	+276	New	+$3.21K	﹤0.01%	564

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlas Private Wealth Advisors's KEY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of KeyCorp (KEY) in Q4 2021, closing a stake of 276 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in KEY in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining KeyCorp position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 276 KeyCorp shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in KeyCorp in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's KeyCorp position peaked at $6K in Q3 2021.
827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.