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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

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Financial Advisory's KEY Position: Q4 2021 in Review

Beacon Financial Advisory sold out of KeyCorp (KEY) in Q4 2021, closing a stake of 9,732 shares — an estimated $210K sold.

Beacon Financial Advisory first reported a position in KEY in Q4 2019 and held it in 7 quarters. The position peaked at $265K in Q4 2019. 827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

  • Beacon Financial Advisory reported no remaining KeyCorp position as of Q4 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,732 KeyCorp shares in Q4 2021, an estimated $210K.
  • Beacon Financial Advisory first reported a position in KeyCorp in Q4 2019 and held it in 7 quarters.
  • Beacon Financial Advisory's KeyCorp position peaked at $265K in Q4 2019.
  • 827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on Beacon Financial Advisory's 13F filing for Q4 2021, filed 21 Jan 2022.