SWA
KEY icon

Stratos Wealth Advisors’s KeyCorp KEY Stock Holding History

Stratos 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
2022
Q3 		– Sell
-15,390
Closed -$265K – 515
2022
Q2 		$265K Sell
15,390
-34
-0.2% -$657 0.02% 450
2022
Q1 		$345K Sell
15,424
-623
-4% -$15.5K 0.03% 432
2021
Q4 		$371K Buy
16,047
+18
+0.1% +$418 0.03% 429
2021
Q3 		$347K Buy
16,029
+3,258
+26% +$65.9K 0.03% 410
2021
Q2 		$264K Sell
12,771
-19,988
-61% -$434K 0.02% 466
2021
Q1 		$655K Buy
32,759
+236
+0.7% +$4.55K 0.07% 274
2020
Q4 		$534K Buy
+32,523
New +$474K 0.07% 239

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return