Tradition Wealth Management’s KeyCorp KEY Stock Holding History

Tradition 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
2024 Q1	–	Sell	-452	Closed	-$7K	–	817
2023 Q4	$7K	Sell	452 -3,585	-89%	-$42.6K	﹤0.01%	1069
2023 Q3	$43K	Buy	4,037 +159	+4%	+$1.76K	0.01%	640
2023 Q2	$36K	Sell	3,878 -106	-3%	-$1.11K	﹤0.01%	715
2023 Q1	$50K	Buy	3,984 +151	+4%	+$2.55K	0.01%	602
2022 Q4	$67K	Buy	3,833 +149	+4%	+$2.62K	0.01%	462
2022 Q3	$59K	Buy	3,684 +40	+1%	+$716	0.01%	472
2022 Q2	$63K	Buy	3,644 +42	+1%	+$812	0.01%	428
2022 Q1	$81K	Sell	3,602 -19	-0.5%	-$472	0.01%	426
2021 Q4	$84K	Buy	3,621 +77	+2%	+$1.79K	0.01%	433
2021 Q3	$77K	Buy	3,544 +30	+0.9%	+$606	0.01%	412
2021 Q2	$73K	Buy	3,514 +31	+0.9%	+$673	0.01%	448
2021 Q1	$70K	Buy	3,483 +31	+0.9%	+$598	0.01%	373
2020 Q4	$57K	Buy	+3,452	New	+$50.3K	0.01%	389

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

Fidelity Investments

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return