EWA
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Evolution Wealth Advisors’s KeyCorp KEY Stock Holding History

Evolution 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
2020
Q1 		– Sell
-141
Closed -$3K – 501
2019
Q4 		$3K Sell
141
-1,502
-91% -$28.3K ﹤0.01% 512
2019
Q3 		$29K Buy
1,643
+1,454
+769% +$25.2K 0.01% 68
2019
Q2 		$3K Buy
+189
New +$3.2K ﹤0.01% 350

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's KEY Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of KeyCorp (KEY) in Q1 2020, closing a stake of 141 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in KEY in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q3 2019. 726 funds tracked by Wall St. Rank hold KEY as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining KeyCorp position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 141 KeyCorp shares in Q1 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in KeyCorp in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's KeyCorp position peaked at $29K in Q3 2019.
  • 726 funds tracked by Wall St. Rank held KeyCorp as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.