Atria Wealth Solutions’s KeyCorp KEY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$271K	Sell	15,565 -23,723	-60%	-$368K	0.01%	1209
2025 Q1	$628K	Sell	39,288 -959	-2%	-$16.3K	0.01%	1088
2024 Q4	$690K	Sell	40,247 -2,582	-6%	-$46.3K	0.01%	1084
2024 Q3	$717K	Buy	42,829 +1,832	+4%	+$29.1K	0.01%	1056
2024 Q2	$583K	Buy	40,997 +516	+1%	+$7.49K	0.01%	1164
2024 Q1	$640K	Buy	40,481 +7,866	+24%	+$114K	0.01%	1134
2023 Q4	$470K	Sell	32,615 -171,994	-84%	-$2.04M	0.01%	1245
2023 Q3	$2.2M	Sell	204,609 -8,478	-4%	-$93.9K	0.03%	526
2023 Q2	$1.97M	Buy	213,087 +21,109	+11%	+$220K	0.03%	570
2023 Q1	$2.4M	Buy	191,978 +157,951	+464%	+$2.67M	0.04%	485
2022 Q4	$593K	Buy	34,027 +891	+3%	+$15.7K	0.01%	993
2022 Q3	$531K	Buy	33,136 +22,454	+210%	+$402K	0.01%	987
2022 Q2	$184K	Sell	10,682 -29,081	-73%	-$562K	﹤0.01%	1473
2022 Q1	$890K	Buy	+39,763	New	+$989K	0.01%	784

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return