HCR Wealth Advisors’s KeyCorp KEY Stock Holding History

HCR 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
2022 Q2	–	Sell	-10,422	Closed	-$233K	–	188
2022 Q1	$233K	Hold	10,422	–	–	0.04%	168
2021 Q4	$241K	Hold	10,422	–	–	0.04%	176
2021 Q3	$225K	Hold	10,422	–	–	0.04%	180
2021 Q2	$215K	Hold	10,422	–	–	0.04%	180
2021 Q1	$208K	Hold	10,422	–	–	0.04%	172
2020 Q4	$171K	Hold	10,422	–	–	0.04%	175
2020 Q3	$124K	Buy	10,422 +422	+4%	+$5.14K	0.03%	161
2020 Q2	$117K	Hold	10,000	–	–	0.03%	155
2020 Q1	$104K	Hold	10,000	–	–	0.03%	155
2019 Q4	$202K	Buy	+10,000	New	+$189K	0.05%	147
2019 Q3	–	Sell	-10,239	Closed	-$182K	–	156
2019 Q2	$182K	Buy	10,239 +239	+2%	+$4.04K	0.05%	151
2019 Q1	$158K	Hold	10,000	–	–	0.05%	165
2018 Q4	$148K	Hold	10,000	–	–	0.05%	152
2018 Q3	$173K	Sell	10,000 -903	-8%	-$18.8K	0.06%	151
2018 Q2	$213K	Buy	10,903 +903	+9%	+$18K	0.07%	156
2018 Q1	$196K	Hold	10,000	–	–	0.07%	157
2017 Q4	$202K	Hold	10,000	–	–	0.07%	161
2017 Q3	$188K	Hold	10,000	–	–	0.08%	156
2017 Q2	$187K	Hold	10,000	–	–	0.09%	134
2017 Q1	$178K	Hold	10,000	–	–	0.09%	143
2016 Q4	$183K	Buy	+10,000	New	+$158K	0.1%	140

Other funds holding KEY

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HCR Wealth Advisors's KEY Position: Q2 2022 in Review

HCR Wealth Advisors sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 10,422 shares — an estimated $233K sold.

HCR Wealth Advisors first reported a position in KEY in Q4 2016 and held it in 21 quarters. The position peaked at $241K in Q4 2021. 811 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

HCR Wealth Advisors reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 10,422 KeyCorp shares in Q2 2022, an estimated $233K.
HCR Wealth Advisors first reported a position in KeyCorp in Q4 2016 and held it in 21 quarters.
HCR Wealth Advisors's KeyCorp position peaked at $241K in Q4 2021.
811 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.