Calamos Wealth Management’s KeyCorp KEY Stock Holding History

Calamos 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
2023 Q1	–	Sell	-11,803	Closed	-$206K	–	325
2022 Q4	$206K	Sell	11,803 -780	-6%	-$13.7K	0.02%	304
2022 Q3	$202K	Sell	12,583 -658	-5%	-$11.8K	0.02%	298
2022 Q2	$228K	Sell	13,241 -1,840	-12%	-$35.6K	0.02%	289
2022 Q1	$338K	Buy	+15,081	New	+$375K	0.03%	269
2021 Q4	–	Sell	-61,631	Closed	-$1.33M	–	334
2021 Q3	$1.33M	Sell	61,631 -10,000	-14%	-$202K	0.11%	131
2021 Q2	$1.48M	Buy	71,631 +341	+0.5%	+$7.4K	0.12%	129
2021 Q1	$1.42M	Buy	+71,290	New	+$1.38M	0.12%	128

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Calamos Wealth Management's KEY Position: Q1 2023 in Review

Calamos Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 11,803 shares — an estimated $206K sold.

Calamos Wealth Management first reported a position in KEY in Q1 2021 and held it in 7 quarters. The position peaked at $1.48M in Q2 2021. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

Calamos Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
Calamos Wealth Management sold 11,803 KeyCorp shares in Q1 2023, an estimated $206K.
Calamos Wealth Management first reported a position in KeyCorp in Q1 2021 and held it in 7 quarters.
Calamos Wealth Management's KeyCorp position peaked at $1.48M in Q2 2021.
783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Calamos Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.