SeaCrest Wealth Management’s KeyCorp KEY Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-14,971	Closed	-$261K	–	660
2022 Q4	$261K	Sell	14,971 -1,781	-11%	-$31.3K	0.04%	485
2022 Q3	$268K	Sell	16,752 -805	-5%	-$14.4K	0.04%	459
2022 Q2	$303K	Buy	17,557 +342	+2%	+$6.61K	0.04%	459
2022 Q1	$385K	Sell	17,215 -895	-5%	-$22.3K	0.04%	439
2021 Q4	$419K	Sell	18,110 -409	-2%	-$9.49K	0.05%	407
2021 Q3	$400K	Sell	18,519 -404	-2%	-$8.17K	0.05%	406
2021 Q2	$391K	Buy	18,923 +1,228	+7%	+$26.7K	0.05%	414
2021 Q1	$354K	Buy	17,695 +1,618	+10%	+$31.2K	0.05%	411
2020 Q4	$264K	Sell	16,077 -14,786	-48%	-$215K	0.04%	472
2020 Q3	$368K	Sell	30,863 -42,047	-58%	-$512K	0.06%	329
2020 Q2	$888K	Buy	72,910 +12,398	+20%	+$144K	0.15%	146
2020 Q1	$628K	Sell	60,512 -10,596	-15%	-$176K	0.14%	172
2019 Q4	$1.44M	Buy	71,108 +28,825	+68%	+$544K	0.24%	91
2019 Q3	$754K	Buy	42,283 +510	+1%	+$8.82K	0.14%	184
2019 Q2	$741K	Buy	41,773 +10	+0%	+$169	0.15%	166
2019 Q1	$658K	Sell	41,763 -4,909	-11%	-$81.9K	0.11%	186
2018 Q4	$690K	Sell	46,672 -3,095	-6%	-$54.5K	0.14%	158
2018 Q3	$990K	Buy	49,767 +984	+2%	+$20.4K	0.17%	117
2018 Q2	$953K	Sell	48,783 -259	-0.5%	-$5.17K	0.17%	114
2018 Q1	$959K	Buy	49,042 +919	+2%	+$19.3K	0.18%	111
2017 Q4	$971K	Buy	+48,123	New	+$907K	0.18%	111

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

Capital International Investors

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

Fidelity Investments

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

Federated Hermes

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

Geode Capital Management

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

Fuller & Thaler Asset Management

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

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return