Janiczek Wealth Management’s KeyCorp KEY Stock Holding History

Janiczek Wealth Management’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
2023 Q1	–	Sell	-13	Closed	-$238	–	1041
2022 Q4	$238	Hold	13	–	–	﹤0.01%	977
2022 Q3	$0	Hold	13	–	–	﹤0.01%	990
2022 Q2	$0	Hold	13	–	–	﹤0.01%	1008
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1012
2021 Q4	$0	Hold	13	–	–	﹤0.01%	1052
2021 Q3	$0	Buy	+13	New	+$263	﹤0.01%	999
2017 Q1	–	Sell	-2,255	Closed	-$41K	–	41
2016 Q4	$41K	Buy	+2,255	New	+$35.6K	0.02%	47

Other funds holding KEY

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janiczek Wealth Management's KEY Position: Q1 2023 in Review

Janiczek Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 13 shares — an estimated $238 sold.

Janiczek Wealth Management first reported a position in KEY in Q4 2016 and held it in 7 quarters. The position peaked at $41K in Q4 2016. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

Janiczek Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
Janiczek Wealth Management sold 13 KeyCorp shares in Q1 2023, an estimated $238.
Janiczek Wealth Management first reported a position in KeyCorp in Q4 2016 and held it in 7 quarters.
Janiczek Wealth Management's KeyCorp position peaked at $41K in Q4 2016.
783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.