KFI
INFO

Key Financial Inc’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Key Financial Inc’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14
Closed -$2K – 1125
2021
Q4 		$2K Buy
+14
New +$1.78K ﹤0.01% 861
2020
Q2 		– Sell
-181
Closed -$11K – 704
2020
Q1 		$11K Buy
+181
New +$13K 0.01% 398

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return