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

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BerganKDV Wealth Management's KEY Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of KeyCorp (KEY) in Q2 2020, closing a stake of 124 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in KEY in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 704 funds tracked by Wall St. Rank hold KEY as of Q2 2020.

BerganKDV Wealth Management reported no remaining KeyCorp position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 124 KeyCorp shares in Q2 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's KeyCorp position peaked at $3K in Q4 2019.
704 funds tracked by Wall St. Rank held KeyCorp as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.