Centerpoint Advisors’s KeyCorp KEY Stock Holding History

Centerpoint Advisors’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
2026 Q1	–	Sell	-1,600	Closed	-$33K	–	405
2025 Q4	$33K	Hold	1,600	–	–	0.01%	188
2025 Q3	$30K	Hold	1,600	–	–	0.01%	202
2025 Q2	$28K	Hold	1,600	–	–	0.01%	198
2025 Q1	$26K	Sell	1,600 -1,704	-52%	-$28.9K	0.01%	211
2024 Q4	$57K	Hold	3,304	–	–	0.02%	161
2024 Q3	$55K	Sell	3,304 -453	-12%	-$7.19K	0.02%	166
2024 Q2	$53K	Hold	3,757	–	–	0.02%	168
2024 Q1	$59K	Buy	3,757 +2,107	+128%	+$30.4K	0.02%	148
2023 Q4	$24K	Buy	+1,650	New	+$19.6K	0.01%	207
2023 Q2	–	Sell	-25	Closed	–	–	596
2023 Q1	$0	Sell	25 -25	-50%	-$422	﹤0.01%	610
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	449
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	355
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	359
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	365
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	380
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	274
2021 Q2	$1K	Sell	50 -50	-50%	-$1.09K	﹤0.01%	274
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	233
2020 Q4	$2K	Buy	+100	New	+$1.46K	﹤0.01%	222

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return