TrueWealth LLC’s KeyCorp KEY Stock Holding History

TrueWealth LLC’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
2020 Q2	$3K	Hold	246	–	–	﹤0.01%	611
2020 Q1	$3K	Sell	246 -87	-26%	-$1.45K	﹤0.01%	616
2019 Q4	$7K	Hold	333	–	–	﹤0.01%	520
2019 Q3	$6K	Hold	333	–	–	﹤0.01%	541
2019 Q2	$6K	Hold	333	–	–	﹤0.01%	542
2019 Q1	$5K	Hold	333	–	–	﹤0.01%	570
2018 Q4	$5K	Sell	333 -32	-9%	-$563	﹤0.01%	547
2018 Q3	$7K	Hold	365	–	–	﹤0.01%	551
2018 Q2	$7K	Hold	365	–	–	﹤0.01%	556
2018 Q1	$7K	Hold	365	–	–	﹤0.01%	515
2017 Q4	$7K	Buy	+365	New	+$6.88K	﹤0.01%	583

Other funds holding KEY

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TrueWealth LLC's KEY Position: Q2 2020 in Review

TrueWealth LLC held its KeyCorp (KEY) position steady in Q2 2020 at 246 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

TrueWealth LLC first reported a position in KEY in Q4 2017 and has held it in 11 quarters since. The position peaked at $7K in Q4 2019. 704 funds tracked by Wall St. Rank hold KEY as of Q2 2020.

TrueWealth LLC held 246 shares of KeyCorp worth $3K as of Q2 2020.
TrueWealth LLC left its KeyCorp share count unchanged in Q2 2020.
KeyCorp made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #611 holding.
TrueWealth LLC first reported a position in KeyCorp in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's KeyCorp position peaked at $7K in Q4 2019.
704 funds tracked by Wall St. Rank held KeyCorp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.