BDO Wealth Advisors’s KeyCorp KEY Stock Holding History

BDO 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
2023 Q2	$19.4K	Hold	2,100	–	–	﹤0.01%	575
2023 Q1	$26.3K	Buy	2,100 +1,000	+91%	+$16.9K	﹤0.01%	537
2022 Q4	$19.2K	Hold	1,100	–	–	﹤0.01%	582
2022 Q3	$18K	Hold	1,100	–	–	﹤0.01%	595
2022 Q2	$19K	Hold	1,100	–	–	﹤0.01%	572
2022 Q1	$25K	Hold	1,100	–	–	﹤0.01%	562
2021 Q4	$25K	Hold	1,100	–	–	﹤0.01%	579
2021 Q3	$24K	Hold	1,100	–	–	﹤0.01%	575
2021 Q2	$23K	Hold	1,100	–	–	﹤0.01%	593
2021 Q1	$22K	Buy	1,100 +300	+38%	+$5.79K	﹤0.01%	601
2020 Q4	$13K	Hold	800	–	–	﹤0.01%	524
2020 Q3	$10K	Hold	800	–	–	﹤0.01%	492
2020 Q2	$10K	Hold	800	–	–	﹤0.01%	500
2020 Q1	$8K	Hold	800	–	–	﹤0.01%	562
2019 Q4	$16K	Hold	800	–	–	﹤0.01%	404
2019 Q3	$14K	Hold	800	–	–	﹤0.01%	435
2019 Q2	$14K	Hold	800	–	–	﹤0.01%	418
2019 Q1	$13K	Buy	+800	New	+$13.3K	﹤0.01%	406

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's KEY Position: Q2 2023 in Review

BDO Wealth Advisors held its KeyCorp (KEY) position steady in Q2 2023 at 2,100 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

BDO Wealth Advisors first reported a position in KEY in Q1 2019 and has held it in 18 quarters since. The position peaked at $26.3K in Q1 2023. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

BDO Wealth Advisors held 2,100 shares of KeyCorp worth $19.4K as of Q2 2023.
BDO Wealth Advisors left its KeyCorp share count unchanged in Q2 2023.
KeyCorp made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #575 holding.
BDO Wealth Advisors first reported a position in KeyCorp in Q1 2019 and has held it in 18 quarters since.
BDO Wealth Advisors's KeyCorp position peaked at $26.3K in Q1 2023.
767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.