Atwood & Palmer’s KeyCorp KEY Stock Holding History

Atwood & Palmer’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	-220	Closed	-$5K	–	425
2022 Q1	$5K	Hold	220	–	–	﹤0.01%	395
2021 Q4	$5K	Hold	220	–	–	﹤0.01%	400
2021 Q3	$5K	Hold	220	–	–	﹤0.01%	379
2021 Q2	$5K	Hold	220	–	–	﹤0.01%	363
2021 Q1	$4K	Buy	+220	New	+$4.25K	﹤0.01%	395
2019 Q2	–	Sell	-300	Closed	-$5K	–	324
2019 Q1	$5K	Hold	300	–	–	﹤0.01%	285
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	286
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	272
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	273
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	266
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	263
2017 Q3	$6K	Hold	300	–	–	﹤0.01%	267
2017 Q2	$6K	Buy	+300	New	+$5.43K	﹤0.01%	275

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 $3.37T AUM 44.26% 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

Atwood & Palmer's KEY Position: Q2 2022 in Review

Atwood & Palmer sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 220 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in KEY in Q2 2017 and held it in 13 quarters. The position peaked at $6K in Q3 2018. 811 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Atwood & Palmer reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 220 KeyCorp shares in Q2 2022, an estimated $5K.
Atwood & Palmer first reported a position in KeyCorp in Q2 2017 and held it in 13 quarters.
Atwood & Palmer's KeyCorp position peaked at $6K in Q3 2018.
811 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.