Lenox Wealth Advisors’s KeyCorp KEY Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$32K	Buy	1,534 +22	+1%	+$547	﹤0.01%	309
2021 Q4	$35K	Hold	1,512	–	–	﹤0.01%	310
2021 Q3	$33K	Hold	1,512	–	–	﹤0.01%	292
2021 Q2	$31K	Buy	1,512 +535	+55%	+$11.6K	﹤0.01%	295
2021 Q1	$20K	Hold	977	–	–	﹤0.01%	311
2020 Q4	$16K	Hold	977	–	–	﹤0.01%	349
2020 Q3	$12K	Hold	977	–	–	﹤0.01%	353
2020 Q2	$12K	Hold	977	–	–	﹤0.01%	357
2020 Q1	$10K	Sell	977 -41	-4%	-$682	﹤0.01%	343
2019 Q4	$21K	Buy	1,018 +41	+4%	+$773	﹤0.01%	329
2019 Q3	$17K	Buy	+977	New	+$16.9K	﹤0.01%	311
2018 Q3	–	Sell	-473	Closed	-$9K	–	470
2018 Q2	$9K	Sell	473 -148	-24%	-$2.95K	﹤0.01%	380
2018 Q1	$12K	Buy	621 +473	+320%	+$9.91K	﹤0.01%	337
2017 Q4	$3K	Buy	+148	New	+$2.79K	﹤0.01%	286
2014 Q1	–	Sell	-250	Closed	-$3K	–	274
2013 Q4	$3K	Hold	250	–	–	﹤0.01%	270
2013 Q3	$3K	Buy	+250	New	+$2.99K	﹤0.01%	204

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's KEY Position: Q1 2022 in Review

Lenox Wealth Advisors increased its KeyCorp (KEY) stake by 1.5% in Q1 2022, buying an estimated $547 and bringing the position to 1,534 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Lenox Wealth Advisors first reported a position in KEY in Q3 2013 and has held it in 16 quarters since. The position peaked at $35K in Q4 2021. 853 funds tracked by Wall St. Rank hold KEY as of Q1 2022.

Lenox Wealth Advisors held 1,534 shares of KeyCorp worth $32K as of Q1 2022.
Lenox Wealth Advisors bought 22 KeyCorp shares in Q1 2022, an estimated $547.
KeyCorp made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #309 holding.
Lenox Wealth Advisors first reported a position in KeyCorp in Q3 2013 and has held it in 16 quarters since.
Lenox Wealth Advisors's KeyCorp position peaked at $35K in Q4 2021.
853 funds tracked by Wall St. Rank held KeyCorp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.