Juncture Wealth Strategies’s KeyCorp KEY Stock Holding History

Juncture Wealth Strategies’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	-15,339	Closed	-$267K	–	112
2022 Q4	$267K	Buy	15,339 +420	+3%	+$7.39K	0.13%	96
2022 Q3	$239K	Buy	14,919 +2,481	+20%	+$44.4K	0.12%	95
2022 Q2	$214K	Buy	12,438 +2,138	+21%	+$41.3K	0.11%	101
2022 Q1	$231K	Buy	10,300 +800	+8%	+$19.9K	0.11%	110
2021 Q4	$220K	Buy	+9,500	New	+$220K	0.1%	122
2019 Q2	–	Sell	-10,270	Closed	-$162K	–	111
2019 Q1	$162K	Buy	+10,270	New	+$171K	0.13%	121

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

Juncture Wealth Strategies's KEY Position: Q1 2023 in Review

Juncture Wealth Strategies sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 15,339 shares — an estimated $267K sold.

Juncture Wealth Strategies first reported a position in KEY in Q1 2019 and held it in 6 quarters. The position peaked at $267K in Q4 2022. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

Juncture Wealth Strategies reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
Juncture Wealth Strategies sold 15,339 KeyCorp shares in Q1 2023, an estimated $267K.
Juncture Wealth Strategies first reported a position in KeyCorp in Q1 2019 and held it in 6 quarters.
Juncture Wealth Strategies's KeyCorp position peaked at $267K in Q4 2022.
783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Juncture Wealth Strategies's 13F filing for Q1 2023, filed 5 May 2023.