GoalVest Advisory’s Keysight KEYS Stock Holding History

GoalVest Advisory’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	-$449	–	457
2025 Q1	$449	Buy	+3	New	+$495	﹤0.01%	372
2024 Q4	–	Sell	-293	Closed	-$46.6K	–	416
2024 Q3	$46.6K	Sell	293 -241	-45%	-$34.3K	0.01%	197
2024 Q2	$73K	Hold	534	–	–	0.02%	154
2024 Q1	$83.5K	Sell	534 -171	-24%	-$26.3K	0.03%	161
2023 Q4	$112K	Hold	705	–	–	0.05%	86
2023 Q3	$93.3K	Hold	705	–	–	0.05%	109
2023 Q2	$118K	Sell	705 -460	-39%	-$71.4K	0.06%	89
2023 Q1	$188K	Sell	1,165 -7	-0.6%	-$1.19K	0.11%	70
2022 Q4	$200K	Hold	1,172	–	–	0.13%	73
2022 Q3	$184K	Sell	1,172 -2,736	-70%	-$438K	0.13%	76
2022 Q2	$537K	Sell	3,908 -297	-7%	-$42.3K	0.34%	87
2022 Q1	$664K	Buy	+4,205	New	+$700K	0.37%	77
2021 Q2	$1.67M	Sell	10,844 -870	-7%	-$126K	1.04%	24
2021 Q1	$1.68M	Sell	11,714 -2,170	-16%	-$308K	1.25%	21
2020 Q4	$1.83M	Buy	+13,884	New	+$1.6M	1.54%	16

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Capital World Investors

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return