BWM
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BerganKDV Wealth Management’s KeyCorp KEY Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-124
Closed -$1K – 1024
2020
Q1 		$1K Hold
124
– – ﹤0.01% 838
2019
Q4 		$3K Buy
124
+54
+77% +$1.02K ﹤0.01% 708
2019
Q3 		$1K Hold
70
– – ﹤0.01% 666
2019
Q2 		$1K Hold
70
– – ﹤0.01% 705
2019
Q1 		$1K Hold
70
– – ﹤0.01% 701
2018
Q4 		$1K Buy
+70
New +$1.23K ﹤0.01% 662

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Boston Partners
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Geode Capital Management
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Invesco
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return