Transform Wealth’s Keysight KEYS Stock Holding History

Transform Wealth’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,097	Closed	-$514K	–	225
2020 Q2	$514K	Buy	5,097 +952	+23%	+$93.5K	0.09%	148
2020 Q1	$347K	Buy	4,145 +1,775	+75%	+$169K	0.07%	163
2019 Q4	$243K	Buy	+2,370	New	+$243K	0.04%	205

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Transform Wealth's KEYS Position: Q3 2020 in Review

Transform Wealth sold out of Keysight (KEYS) in Q3 2020, closing a stake of 5,097 shares — an estimated $514K sold.

Transform Wealth first reported a position in KEYS in Q4 2019 and held it in 3 quarters. The position peaked at $514K in Q2 2020. 656 funds tracked by Wall St. Rank hold KEYS as of Q3 2020.

Transform Wealth reported no remaining Keysight position as of Q3 2020 after selling out during the quarter.
Transform Wealth sold 5,097 Keysight shares in Q3 2020, an estimated $514K.
Transform Wealth first reported a position in Keysight in Q4 2019 and held it in 3 quarters.
Transform Wealth's Keysight position peaked at $514K in Q2 2020.
656 funds tracked by Wall St. Rank held Keysight as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.