LWM
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Liberty Wealth Management’s KeyCorp KEY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-746
Closed -$17K – 670
2021
Q3 		$17K Buy
746
+115
+18% +$2.33K 0.01% 694
2021
Q2 		$13K Buy
631
+29
+5% +$630 0.01% 597
2021
Q1 		$10K Hold
602
– – ﹤0.01% 597
2020
Q4 		$10K Buy
602
+84
+16% +$1.22K ﹤0.01% 590
2020
Q3 		$6K Hold
518
– – ﹤0.01% 598
2020
Q2 		$6K Hold
518
– – ﹤0.01% 578
2020
Q1 		$5K Sell
518
-3,078
-86% -$51.2K ﹤0.01% 577
2019
Q4 		$73K Buy
3,596
+27
+0.8% +$509 0.06% 195
2019
Q3 		$64K Buy
3,569
+28
+0.8% +$484 0.06% 195
2019
Q2 		$63K Sell
3,541
-53
-1% -$896 0.06% 216
2019
Q1 		$56K Buy
3,594
+107
+3% +$1.78K 0.04% 189
2018
Q4 		$51K Buy
+3,487
New +$61.4K 0.04% 183

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return