Certified Advisory Corp’s KeyCorp KEY Stock Holding History

Certified Advisory Corp’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
2022 Q3	–	Sell	-92	Closed	-$2K	–	240
2022 Q2	$2K	Hold	92	–	–	﹤0.01%	217
2022 Q1	$2K	Buy	+92	New	+$2.29K	﹤0.01%	245
2021 Q4	–	Sell	-92	Closed	-$2K	–	238
2021 Q3	$2K	Buy	+92	New	+$1.86K	﹤0.01%	231
2021 Q2	–	Sell	-92	Closed	-$2K	–	489
2021 Q1	$2K	Buy	+92	New	+$1.77K	﹤0.01%	735
2020 Q2	$1K	Hold	92	–	–	﹤0.01%	728
2020 Q1	$1K	Hold	92	–	–	﹤0.01%	735
2019 Q4	$2K	Hold	92	–	–	﹤0.01%	732
2019 Q3	$2K	Hold	92	–	–	﹤0.01%	737
2019 Q2	$2K	Hold	92	–	–	﹤0.01%	749
2019 Q1	$1K	Buy	+92	New	+$1.53K	﹤0.01%	718

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

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

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

Certified Advisory Corp's KEY Position: Q3 2022 in Review

Certified Advisory Corp sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 92 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in KEY in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 802 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

Certified Advisory Corp reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
Certified Advisory Corp sold 92 KeyCorp shares in Q3 2022, an estimated $2K.
Certified Advisory Corp first reported a position in KeyCorp in Q1 2019 and held it in 10 quarters.
Certified Advisory Corp's KeyCorp position peaked at $2K in Q2 2022.
802 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Certified Advisory Corp's 13F filing for Q3 2022, filed 14 Nov 2022.