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IBEX Wealth Advisors’s KeyCorp KEY Stock Holding History

IBEX 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
2021
Q4 		– Sell
-2,700
Closed -$58K – 316
2021
Q3 		$58K Buy
+2,700
New +$54.6K 0.01% 261
2017
Q4 		– Sell
-108,405
Closed -$2.01M – 113
2017
Q3 		$2.01M Buy
108,405
+1,064
+1% +$19.3K 0.75% 56
2017
Q2 		$2.07M Buy
107,341
+26,085
+32% +$472K 0.81% 50
2017
Q1 		$1.4M Buy
+81,256
New +$1.49M 0.86% 46

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's KEY Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of KeyCorp (KEY) in Q4 2021, closing a stake of 2,700 shares — an estimated $58K sold.

IBEX Wealth Advisors first reported a position in KEY in Q1 2017 and held it in 4 quarters. The position peaked at $2.07M in Q2 2017. 827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining KeyCorp position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,700 KeyCorp shares in Q4 2021, an estimated $58K.
  • IBEX Wealth Advisors first reported a position in KeyCorp in Q1 2017 and held it in 4 quarters.
  • IBEX Wealth Advisors's KeyCorp position peaked at $2.07M in Q2 2017.
  • 827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.