Herold Advisors’s KeyCorp KEY Stock Holding History

Herold 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	-8,700	Closed	-$195K	–	438
2022 Q1	$195K	Buy	+8,700	New	+$216K	0.07%	202
2021 Q4	–	Sell	-8,200	Closed	-$177K	–	426
2021 Q3	$177K	Buy	+8,200	New	+$166K	0.07%	213

Other funds holding KEY

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Herold Advisors's KEY Position: Q2 2022 in Review

Herold Advisors sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 8,700 shares — an estimated $195K sold.

Herold Advisors first reported a position in KEY in Q3 2021 and held it in 2 quarters. The position peaked at $195K in Q1 2022. 810 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Herold Advisors reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 8,700 KeyCorp shares in Q2 2022, an estimated $195K.
Herold Advisors first reported a position in KeyCorp in Q3 2021 and held it in 2 quarters.
Herold Advisors's KeyCorp position peaked at $195K in Q1 2022.
810 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.