Castle Financial & Retirement Planning Associates’s KeyCorp KEY Stock Holding History

Castle Financial & Retirement Planning Associates’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	$22K	Buy	+816	New	+$18.9K	0.07%	56

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's KEY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in KeyCorp (KEY) in Q4 2021: 816 shares worth $22K. The stake represents 0.07% of the portfolio and ranks #56 among its holdings.

827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

Castle Financial & Retirement Planning Associates held 816 shares of KeyCorp worth $22K as of Q4 2021.
KeyCorp was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
KeyCorp made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #56 holding.
827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.