Forvis Mazars Wealth Advisors’s KeyCorp KEY Stock Holding History

Forvis Mazars 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
2018 Q4	–	Sell	-21,233	Closed	-$422K	–	238
2018 Q3	$422K	Sell	21,233 -790	-4%	-$16.4K	0.04%	165
2018 Q2	$430K	Buy	+22,023	New	+$440K	0.04%	158
2016 Q3	–	Sell	-10,199	Closed	-$113K	–	195
2016 Q2	$113K	Sell	10,199 -531	-5%	-$6.33K	0.02%	184
2016 Q1	$118K	Buy	10,730 +639	+6%	+$7.14K	0.02%	188
2015 Q4	$133K	Sell	10,091 -60	-0.6%	-$787	0.02%	187
2015 Q3	$132K	Sell	10,151 -22	-0.2%	-$312	0.02%	179
2015 Q2	$153K	Buy	10,173 +36	+0.4%	+$530	0.02%	178
2015 Q1	$144K	Buy	10,137 +72	+0.7%	+$989	0.02%	185
2014 Q4	$140K	Buy	10,065 +41	+0.4%	+$545	0.02%	151
2014 Q3	$134K	Hold	10,024	–	–	0.02%	137
2014 Q2	$144K	Hold	10,024	–	–	0.02%	142
2014 Q1	$142K	Hold	10,024	–	–	0.03%	153
2013 Q4	$135K	Buy	10,024 +17	+0.2%	+$215	0.03%	153
2013 Q3	$114K	Sell	10,007 -7	-0.1%	-$84	0.02%	147
2013 Q2	$111K	Buy	+10,014	New	+$103K	0.09%	96

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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