BFA
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Beacon Financial Advisory’s KeyCorp KEY Stock Holding History

Beacon Financial Advisory’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
-9,732
Closed -$210K – 249
2021
Q3 		$210K Buy
9,732
+4
+0% +$81 0.11% 218
2021
Q2 		$201K Buy
+9,728
New +$211K 0.11% 215
2021
Q1 		– Sell
-15,319
Closed -$251K – 230
2020
Q4 		$251K Buy
15,319
+2,140
+16% +$31.2K 0.16% 162
2020
Q3 		$157K Buy
13,179
+5
+0% +$61 0.14% 167
2020
Q2 		$160K Buy
13,174
+5
+0% +$58 0.17% 139
2020
Q1 		$136K Buy
13,169
+63
+0.5% +$1.05K 0.17% 129
2019
Q4 		$265K Buy
+13,106
New +$247K 0.23% 127

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State Street
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Boston Partners
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Royal Bank of Canada
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return