Heritage Wealth Advisors’s KeyCorp Series F Preferred Stock KEY.PRJ Stock Holding History

Heritage Wealth Advisors’s Portfolio KEY.PRJ Stock Details KEY.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-750	Closed	-$21K	–	582
2020 Q4	$21K	Hold	750	–	–	﹤0.01%	404
2020 Q3	$19.9K	Hold	750	–	–	﹤0.01%	347
2020 Q2	$18.8K	Hold	750	–	–	﹤0.01%	340
2020 Q1	$18.2K	Buy	+750	New	+$19.4K	﹤0.01%	335

Other funds holding KEY.PRJ

PAM

Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Heritage Wealth Advisors's KEY.PRJ Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of KeyCorp Series F Preferred Stock (KEY.PRJ) in Q1 2021, closing a stake of 750 shares — an estimated $21K sold.

Heritage Wealth Advisors first reported a position in KEY.PRJ in Q1 2020 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 5 funds tracked by Wall St. Rank hold KEY.PRJ as of Q1 2021.

Heritage Wealth Advisors reported no remaining KeyCorp Series F Preferred Stock position as of Q1 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 750 KeyCorp Series F Preferred Stock shares in Q1 2021, an estimated $21K.
Heritage Wealth Advisors first reported a position in KeyCorp Series F Preferred Stock in Q1 2020 and held it in 4 quarters.
Heritage Wealth Advisors's KeyCorp Series F Preferred Stock position peaked at $21K in Q4 2020.
5 funds tracked by Wall St. Rank held KeyCorp Series F Preferred Stock as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.