Clearview Wealth Advisors’s KeyCorp KEY Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-551	Closed	-$5.09K	–	384
2023 Q2	$5.09K	Buy	551 +12	+2%	+$125	0.01%	429
2023 Q1	$6.76K	Buy	539 +9	+2%	+$152	0.01%	404
2022 Q4	$9.24K	Buy	530 +6	+1%	+$106	0.01%	339
2022 Q3	$8K	Buy	524 +6	+1%	+$107	0.01%	361
2022 Q2	$9K	Buy	518 +6	+1%	+$116	0.01%	366
2022 Q1	$11K	Buy	512 +4	+0.8%	+$99	0.01%	368
2021 Q4	$12K	Buy	508 +4	+0.8%	+$93	0.01%	386
2021 Q3	$11K	Sell	504 -3,372	-87%	-$68.2K	0.01%	406
2021 Q2	$80K	Buy	3,876 +2,426	+167%	+$52.7K	0.05%	188
2021 Q1	$29K	Buy	+1,450	New	+$28K	0.02%	292

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Clearview Wealth Advisors's KEY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 551 shares — an estimated $5.09K sold.

Clearview Wealth Advisors first reported a position in KEY in Q1 2021 and held it in 10 quarters. The position peaked at $80K in Q2 2021. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Clearview Wealth Advisors reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 551 KeyCorp shares in Q3 2023, an estimated $5.09K.
Clearview Wealth Advisors first reported a position in KeyCorp in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's KeyCorp position peaked at $80K in Q2 2021.
722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.