One Wealth Advisors’s KeyCorp KEY Stock Holding History

One 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
2023 Q2	–	Sell	-14,591	Closed	-$183K	–	214
2023 Q1	$183K	Buy	14,591 +4,309	+42%	+$72.8K	0.04%	194
2022 Q4	$179K	Sell	10,282 -12,664	-55%	-$223K	0.04%	209
2022 Q3	$368K	Buy	22,946 +1,766	+8%	+$31.6K	0.12%	100
2022 Q2	$365K	Buy	21,180 +2,960	+16%	+$57.2K	0.1%	113
2022 Q1	$408K	Buy	18,220 +4,869	+36%	+$121K	0.1%	108
2021 Q4	$309K	Buy	+13,351	New	+$310K	0.08%	130
2019 Q2	–	Sell	-825	Closed	-$13K	–	312
2019 Q1	$13K	Buy	+825	New	+$13.8K	0.01%	298
2018 Q4	–	Sell	-1,013	Closed	-$20K	–	298
2018 Q3	$20K	Hold	1,013	–	–	0.02%	316
2018 Q2	$20K	Buy	+1,013	New	+$20.2K	0.02%	310
2018 Q1	–	Sell	-1,009	Closed	-$21K	–	555
2017 Q4	$21K	Buy	+1,009	New	+$19K	0.02%	325

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

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

Fuller & Thaler Asset Management

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

Fidelity Investments

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return