TVWM
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Tower View Wealth Management’s KeyCorp KEY Stock Holding History

Tower View 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
2021
Q3 		– Sell
-257
Closed -$5K – 229
2021
Q2 		$5K Buy
257
+2
+0.8% +$43 ﹤0.01% 153
2021
Q1 		$5K Buy
+255
New +$4.92K ﹤0.01% 167

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tower View Wealth Management's KEY Position: Q3 2021 in Review

Tower View Wealth Management sold out of KeyCorp (KEY) in Q3 2021, closing a stake of 257 shares — an estimated $5K sold.

Tower View Wealth Management first reported a position in KEY in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 765 funds tracked by Wall St. Rank hold KEY as of Q3 2021.

  • Tower View Wealth Management reported no remaining KeyCorp position as of Q3 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 257 KeyCorp shares in Q3 2021, an estimated $5K.
  • Tower View Wealth Management first reported a position in KeyCorp in Q1 2021 and held it in 2 quarters.
  • Tower View Wealth Management's KeyCorp position peaked at $5K in Q2 2021.
  • 765 funds tracked by Wall St. Rank held KeyCorp as of Q3 2021.

Based on Tower View Wealth Management's 13F filing for Q3 2021, filed 8 Nov 2021.