Checchi Capital Advisers’s KeyCorp KEY Stock Holding History

Checchi Capital Advisers’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	$205K	Buy	+10,228	New	+$214K	0.01%	581
2023 Q2	–	Sell	-13,317	Closed	-$167K	–	589
2023 Q1	$167K	Buy	13,317 +424	+3%	+$7.16K	0.02%	539
2022 Q4	$225K	Buy	12,893 +761	+6%	+$13.4K	0.02%	488
2022 Q3	$194K	Sell	12,132 -342	-3%	-$6.12K	0.02%	519
2022 Q2	$228K	Buy	12,474 +1,890	+18%	+$36.5K	0.02%	517
2022 Q1	$237K	Buy	10,584 +194	+2%	+$4.82K	0.02%	471
2021 Q4	$240K	Buy	+10,390	New	+$241K	0.02%	452
2017 Q1	–	Sell	-10,705	Closed	-$196K	–	412
2016 Q4	$196K	Buy	10,705 +474	+5%	+$7.47K	0.03%	355
2016 Q3	$125K	Buy	10,231 +3,657	+56%	+$43.8K	0.01%	371
2016 Q2	$73K	Sell	6,574 -1,203	-15%	-$14.3K	0.01%	701
2016 Q1	$86K	Buy	+7,777	New	+$86.9K	0.02%	643

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