Guardian Wealth Advisors (North Carolina)’s KeyCorp KEY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-10,973	Closed	-$191K	–	418
2022 Q4	$191K	Hold	10,973	–	–	0.04%	200
2022 Q3	$176K	Buy	+10,973	New	+$196K	0.03%	193
2022 Q2	–	Sell	-10,391	Closed	-$233K	–	368
2022 Q1	$233K	Buy	+10,391	New	+$258K	0.1%	150

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KEY Position: Q1 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 10,973 shares — an estimated $191K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KEY in Q1 2022 and held it in 3 quarters. The position peaked at $233K in Q1 2022. 782 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 10,973 KeyCorp shares in Q1 2023, an estimated $191K.
Guardian Wealth Advisors (North Carolina) first reported a position in KeyCorp in Q1 2022 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s KeyCorp position peaked at $233K in Q1 2022.
782 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 15 May 2023.