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Sound Financial Strategies Group’s KeyCorp KEY Stock Holding History

Sound Financial Strategies Group’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
Q1 		– Sell
-31,295
Closed -$724K – 91
2021
Q4 		$724K Sell
31,295
-986
-3% -$22.9K 0.36% 38
2021
Q3 		$698K Buy
32,281
+1,618
+5% +$32.7K 0.35% 28
2021
Q2 		$633K Buy
+30,663
New +$666K 0.32% 37

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sound Financial Strategies Group's KEY Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of KeyCorp (KEY) in Q1 2022, closing a stake of 31,295 shares — an estimated $724K sold.

Sound Financial Strategies Group first reported a position in KEY in Q2 2021 and held it in 3 quarters. The position peaked at $724K in Q4 2021. 852 funds tracked by Wall St. Rank hold KEY as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining KeyCorp position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 31,295 KeyCorp shares in Q1 2022, an estimated $724K.
  • Sound Financial Strategies Group first reported a position in KeyCorp in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's KeyCorp position peaked at $724K in Q4 2021.
  • 852 funds tracked by Wall St. Rank held KeyCorp as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.