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	–	385
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 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