Global Wealth Management Investment Advisory’s KeyCorp KEY Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-3,778	Closed	-$46K	–	538
2020 Q2	$46K	Hold	3,778	–	–	0.02%	197
2020 Q1	$39K	Hold	3,778	–	–	0.02%	185
2019 Q4	$76K	Hold	3,778	–	–	0.03%	154
2019 Q3	$67K	Hold	3,778	–	–	0.03%	152
2019 Q2	$67K	Hold	3,778	–	–	0.03%	158
2019 Q1	$60K	Sell	3,778 -205	-5%	-$3.42K	0.03%	187
2018 Q4	$59K	Buy	+3,983	New	+$70.1K	0.03%	210

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Wealth Management Investment Advisory's KEY Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of KeyCorp (KEY) in Q3 2020, closing a stake of 3,778 shares — an estimated $46K sold.

Global Wealth Management Investment Advisory first reported a position in KEY in Q4 2018 and held it in 7 quarters. The position peaked at $76K in Q4 2019. 674 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining KeyCorp position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,778 KeyCorp shares in Q3 2020, an estimated $46K.
Global Wealth Management Investment Advisory first reported a position in KeyCorp in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's KeyCorp position peaked at $76K in Q4 2019.
674 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.