IAG Wealth Partners’s KeyCorp KEY Stock Holding History

IAG Wealth Partners’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
2020 Q3	–	Sell	-91	Closed	-$2K	–	402
2020 Q2	$2K	Hold	91	–	–	﹤0.01%	356
2020 Q1	$1K	Hold	91	–	–	﹤0.01%	389
2019 Q4	$2K	Buy	+91	New	+$1.72K	﹤0.01%	380

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IAG Wealth Partners's KEY Position: Q3 2020 in Review

IAG Wealth Partners sold out of KeyCorp (KEY) in Q3 2020, closing a stake of 91 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in KEY in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

IAG Wealth Partners reported no remaining KeyCorp position as of Q3 2020 after selling out during the quarter.
IAG Wealth Partners sold 91 KeyCorp shares in Q3 2020, an estimated $2K.
IAG Wealth Partners first reported a position in KeyCorp in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's KeyCorp position peaked at $2K in Q2 2020.
673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.