Key Financial Inc’s AlerisLife Inc ALR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5
Closed -$5 1227
2022
Q4
$5 Hold
5
﹤0.01% 1171
2022
Q3
$0 Hold
5
﹤0.01% 1195
2022
Q2
$0 Hold
5
﹤0.01% 1177
2022
Q1
$0 Hold
5
﹤0.01% 1122
2021
Q4
$0 Hold
5
﹤0.01% 1012
2021
Q3
$0 Hold
5
﹤0.01% 958
2021
Q2
$0 Hold
5
﹤0.01% 901
2021
Q1
$0 Hold
5
﹤0.01% 814
2020
Q4
$0 Buy
+5
New +$29 ﹤0.01% 750
2020
Q2
Sell
-5
Closed 696
2020
Q1
$0 Buy
+5
New +$21 ﹤0.01% 731

Key Financial Inc's ALR Position: Q1 2023 in Review

Key Financial Inc sold out of AlerisLife Inc (ALR) in Q1 2023, closing a stake of 5 shares — an estimated $5 sold.

Key Financial Inc first reported a position in ALR in Q1 2020 and held it in 10 quarters. The position peaked at $5 in Q4 2022. 1 fund tracked by Wall St. Rank holds ALR as of Q1 2023.

  • Key Financial Inc reported no remaining AlerisLife Inc position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 5 AlerisLife Inc shares in Q1 2023, an estimated $5.
  • Key Financial Inc first reported a position in AlerisLife Inc in Q1 2020 and held it in 10 quarters.
  • Key Financial Inc's AlerisLife Inc position peaked at $5 in Q4 2022.
  • 1 fund tracked by Wall St. Rank held AlerisLife Inc as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.