Level Financial Advisors’s KeyCorp KEY Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-122	Closed	-$1.76K	–	177
2023 Q4	$1.76K	Hold	122	–	–	﹤0.01%	244
2023 Q3	$1.31K	Hold	122	–	–	﹤0.01%	257
2023 Q2	$1.13K	Hold	122	–	–	﹤0.01%	256
2023 Q1	$1.53K	Sell	122 -122	-50%	-$2.06K	﹤0.01%	218
2022 Q4	$4K	Hold	244	–	–	﹤0.01%	200
2022 Q3	$4K	Hold	244	–	–	﹤0.01%	199
2022 Q2	$4K	Sell	244 -372	-60%	-$7.19K	﹤0.01%	222
2022 Q1	$14K	Hold	616	–	–	0.01%	144
2021 Q4	$14K	Buy	+616	New	+$14.3K	0.01%	157

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Geode Capital Management

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

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return