RegentAtlantic Capital’s KeyCorp KEY Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$251K	Buy	15,637 +3,183	+26%	+$57K	0.01%	593
2022 Q2	$215K	Buy	12,454 +2,841	+30%	+$54.9K	0.01%	621
2022 Q1	$215K	Buy	+9,613	New	+$239K	0.01%	644
2016 Q4	–	Sell	-10,897	Closed	-$133K	–	391
2016 Q3	$133K	Sell	10,897 -1,196	-10%	-$14.3K	0.01%	380
2016 Q2	$134K	Buy	+12,093	New	+$144K	0.01%	370
2015 Q1	–	Sell	-8,614	Closed	-$120K	–	646
2014 Q4	$120K	Sell	8,614 -3,685	-30%	-$49K	0.01%	432
2014 Q3	$164K	Sell	12,299 -4,055	-25%	-$55.5K	0.02%	350
2014 Q2	$234K	Hold	16,354	–	–	0.02%	329
2014 Q1	$233K	Buy	+16,354	New	+$219K	0.02%	318

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

RegentAtlantic Capital's KEY Position: Q3 2022 in Review

RegentAtlantic Capital increased its KeyCorp (KEY) stake by 26% in Q3 2022, buying an estimated $57K and bringing the position to 15,637 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #593.

RegentAtlantic Capital first reported a position in KEY in Q1 2014 and has held it in 9 quarters since. 801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

RegentAtlantic Capital held 15,637 shares of KeyCorp worth $251K as of Q3 2022.
RegentAtlantic Capital bought 3,183 KeyCorp shares in Q3 2022, an estimated $57K.
KeyCorp made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #593 holding.
RegentAtlantic Capital first reported a position in KeyCorp in Q1 2014 and has held it in 9 quarters since.
801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.