LPWM
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Lake Point Wealth Management’s KeyCorp KEY Stock Holding History

Lake Point 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
2020
Q1 		– Sell
-94
Closed -$2K – 426
2019
Q4 		$2K Buy
+94
New +$1.77K ﹤0.01% 491
2019
Q1 		– Sell
-649
Closed -$10K – 777
2018
Q4 		$10K Buy
+649
New +$11.4K ﹤0.01% 458

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's KEY Position: Q1 2020 in Review

Lake Point Wealth Management sold out of KeyCorp (KEY) in Q1 2020, closing a stake of 94 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in KEY in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 726 funds tracked by Wall St. Rank hold KEY as of Q1 2020.

  • Lake Point Wealth Management reported no remaining KeyCorp position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 94 KeyCorp shares in Q1 2020, an estimated $2K.
  • Lake Point Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 2 quarters.
  • Lake Point Wealth Management's KeyCorp position peaked at $10K in Q4 2018.
  • 726 funds tracked by Wall St. Rank held KeyCorp as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.