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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's KEY Position: Q4 2021 in Review

Liberty Wealth Management sold out of KeyCorp (KEY) in Q4 2021, closing a stake of 746 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in KEY in Q4 2018 and held it in 12 quarters. The position peaked at $73K in Q4 2019. 827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

Liberty Wealth Management reported no remaining KeyCorp position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 746 KeyCorp shares in Q4 2021, an estimated $17K.
Liberty Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's KeyCorp position peaked at $73K in Q4 2019.
827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.