Principle Wealth Partners’s KeyCorp KEY Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-97	Closed	-$1K	–	304
2020 Q2	$1K	Buy	+97	New	+$1.13K	﹤0.01%	464

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principle Wealth Partners's KEY Position: Q3 2020 in Review

Principle Wealth Partners sold out of KeyCorp (KEY) in Q3 2020, closing a stake of 97 shares — an estimated $1K sold.

Principle Wealth Partners first reported a position in KEY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

Principle Wealth Partners reported no remaining KeyCorp position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 97 KeyCorp shares in Q3 2020, an estimated $1K.
Principle Wealth Partners first reported a position in KeyCorp in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's KeyCorp position peaked at $1K in Q2 2020.
673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.