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	–	305
2019 Q1	$13K	Buy	+825	New	+$13.8K	0.01%	298
2018 Q4	–	Sell	-1,013	Closed	-$20K	–	297
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	–	553
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Wealth Advisors's KEY Position: Q2 2023 in Review

One Wealth Advisors sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 14,591 shares — an estimated $183K sold.

One Wealth Advisors first reported a position in KEY in Q4 2017 and held it in 10 quarters. The position peaked at $408K in Q1 2022. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

One Wealth Advisors reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
One Wealth Advisors sold 14,591 KeyCorp shares in Q2 2023, an estimated $183K.
One Wealth Advisors first reported a position in KeyCorp in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's KeyCorp position peaked at $408K in Q1 2022.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on One Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.