Ropes Wealth Advisors’s KeyCorp KEY Stock Holding History

Ropes 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
2021 Q1	–	Sell	-2,759	Closed	-$45K	–	527
2020 Q4	$45K	Buy	2,759 +159	+6%	+$2.32K	0.01%	394
2020 Q3	$31K	Sell	2,600 -227	-8%	-$2.77K	0.01%	379
2020 Q2	$34K	Buy	2,827 +227	+9%	+$2.64K	0.01%	342
2020 Q1	$27K	Hold	2,600	–	–	0.01%	341
2019 Q4	$53K	Hold	2,600	–	–	0.01%	329
2019 Q3	$46K	Hold	2,600	–	–	0.01%	344
2019 Q2	$46K	Hold	2,600	–	–	0.01%	346
2019 Q1	$41K	Hold	2,600	–	–	0.01%	353
2018 Q4	$38K	Hold	2,600	–	–	0.01%	328
2018 Q3	$52K	Buy	+2,600	New	+$54K	0.01%	330
2016 Q1	–	Sell	-46	Closed	-$1K	–	486
2015 Q4	$1K	Sell	46 -89	-66%	-$1.17K	﹤0.01%	428
2015 Q3	$2K	Buy	+135	New	+$1.92K	﹤0.01%	379

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Ropes Wealth Advisors's KEY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of KeyCorp (KEY) in Q1 2021, closing a stake of 2,759 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in KEY in Q3 2015 and held it in 12 quarters. The position peaked at $53K in Q4 2019. 746 funds tracked by Wall St. Rank hold KEY as of Q1 2021.

Ropes Wealth Advisors reported no remaining KeyCorp position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 2,759 KeyCorp shares in Q1 2021, an estimated $45K.
Ropes Wealth Advisors first reported a position in KeyCorp in Q3 2015 and held it in 12 quarters.
Ropes Wealth Advisors's KeyCorp position peaked at $53K in Q4 2019.
746 funds tracked by Wall St. Rank held KeyCorp as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.