FDx Advisors’s KeyCorp KEY Stock Holding History

FDx 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 Q2	–	Sell	-28,389	Closed	-$495K	–	795
2023 Q1	$495K	Hold	28,389	–	–	0.02%	419
2022 Q4	$495K	Sell	28,389 -13,203	-32%	-$232K	0.02%	419
2022 Q3	$666K	Buy	41,592 +4,338	+12%	+$77.7K	0.03%	355
2022 Q2	$642K	Buy	37,254 +12,790	+52%	+$247K	0.02%	409
2022 Q1	$547K	Buy	24,464 +15,664	+178%	+$390K	0.02%	481
2021 Q4	$204K	Buy	+8,800	New	+$204K	0.01%	829
2019 Q2	–	Sell	-19,873	Closed	-$313K	–	819
2019 Q1	$313K	Sell	19,873 -23,220	-54%	-$387K	0.01%	585
2018 Q4	$637K	Sell	43,093 -39,613	-48%	-$697K	0.05%	259
2018 Q3	$1.65M	Buy	82,706 +4,396	+6%	+$91.3K	0.06%	240
2018 Q2	$1.53M	Buy	78,310 +10,763	+16%	+$215K	0.06%	274
2018 Q1	$1.32M	Buy	67,547 +12,000	+22%	+$252K	0.04%	420
2017 Q4	$1.12M	Buy	55,547 +381	+0.7%	+$7.18K	0.03%	511
2017 Q3	$1.04M	Buy	55,166 +32,124	+139%	+$581K	0.03%	518
2017 Q2	$432K	Buy	23,042 +515	+2%	+$9.32K	0.01%	829
2017 Q1	$401K	Buy	22,527 +1,312	+6%	+$24K	0.01%	861
2016 Q4	$388K	Buy	+21,215	New	+$334K	0.01%	866

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDx Advisors's KEY Position: Q2 2023 in Review

FDx Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 28,389 shares — an estimated $495K sold.

FDx Advisors first reported a position in KEY in Q4 2016 and held it in 16 quarters. The position peaked at $1.65M in Q3 2018. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

FDx Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 28,389 KeyCorp shares in Q2 2023, an estimated $495K.
FDx Advisors first reported a position in KeyCorp in Q4 2016 and held it in 16 quarters.
FDx Advisors's KeyCorp position peaked at $1.65M in Q3 2018.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.