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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 – 454
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

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return