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Confluence Wealth Services’s KeyCorp KEY Stock Holding History

Confluence Wealth Services’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
-10,736
Closed -$206K – 248
2022
Q2 		$206K Buy
10,736
+25
+0.2% +$483 0.09% 255
2022
Q1 		$239K Sell
10,711
-1,000
-9% -$24.9K 0.09% 218
2021
Q4 		$270K Buy
+11,711
New +$272K 0.09% 195

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Confluence Wealth Services's KEY Position: Q3 2022 in Review

Confluence Wealth Services sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 10,736 shares — an estimated $206K sold.

Confluence Wealth Services first reported a position in KEY in Q4 2021 and held it in 3 quarters. The position peaked at $270K in Q4 2021. 801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Confluence Wealth Services reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 10,736 KeyCorp shares in Q3 2022, an estimated $206K.
  • Confluence Wealth Services first reported a position in KeyCorp in Q4 2021 and held it in 3 quarters.
  • Confluence Wealth Services's KeyCorp position peaked at $270K in Q4 2021.
  • 801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Confluence Wealth Services's 13F filing for Q3 2022, filed 8 Nov 2022.