AWM
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Axxcess Wealth Management’s KeyCorp KEY Stock Holding History

Axxcess Wealth Management’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
2024
Q2 		– Sell
-30,838
Closed -$488K – 908
2024
Q1 		$488K Buy
+30,838
New +$445K 0.01% 543
2023
Q4 		– Sell
-18,538
Closed -$199K – 898
2023
Q3 		$199K Buy
+18,538
New +$205K 0.01% 741
2022
Q4 		– Sell
-11,155
Closed -$179K – 641
2022
Q3 		$179K Sell
11,155
-13
-0.1% -$233 0.02% 509
2022
Q2 		$192K Sell
11,168
-93
-0.8% -$1.8K 0.02% 500
2022
Q1 		$252K Buy
11,261
+538
+5% +$13.4K 0.02% 521
2021
Q4 		$248K Buy
+10,723
New +$249K 0.02% 535

Other funds holding KEY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return