MinichMacGregor Wealth Management’s KeyCorp KEY Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-405	Closed	-$7.05K	–	373
2022 Q4	$7.05K	Buy	+405	New	+$7.12K	﹤0.01%	445
2018 Q4	–	Sell	-405	Closed	-$8K	–	307
2018 Q3	$8K	Hold	405	–	–	0.01%	336
2018 Q2	$8K	Hold	405	–	–	0.01%	336
2018 Q1	$7K	Hold	405	–	–	0.01%	347
2017 Q4	$8K	Hold	405	–	–	0.01%	328
2017 Q3	$7K	Hold	405	–	–	0.01%	322
2017 Q2	$7K	Hold	405	–	–	0.01%	318
2017 Q1	$7K	Hold	405	–	–	0.01%	316
2016 Q4	$7K	Hold	405	–	–	0.01%	314
2016 Q3	$4K	Buy	+405	New	+$4.85K	﹤0.01%	345

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

MinichMacGregor Wealth Management's KEY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 405 shares — an estimated $7.05K sold.

MinichMacGregor Wealth Management first reported a position in KEY in Q3 2016 and held it in 10 quarters. The position peaked at $8K in Q3 2018. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 405 KeyCorp shares in Q1 2023, an estimated $7.05K.
MinichMacGregor Wealth Management first reported a position in KeyCorp in Q3 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's KeyCorp position peaked at $8K in Q3 2018.
783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.