Walled Lake Planning & Wealth Management’s KeyCorp KEY Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-1,272	Closed	-$28K	–	215
2021 Q3	$28K	Sell	1,272 -102	-7%	-$2.06K	0.02%	197
2021 Q2	$28K	Buy	1,374 +9	+0.7%	+$195	0.02%	186
2021 Q1	$27K	Buy	1,365 +9	+0.7%	+$174	0.02%	176
2020 Q4	$22K	Buy	1,356 +12	+0.9%	+$175	0.02%	170
2020 Q3	$16K	Buy	1,344 +15	+1%	+$183	0.01%	186
2020 Q2	$16K	Sell	1,329 -186,856	-99%	-$2.17M	0.01%	169
2020 Q1	$1.95M	Sell	188,185 -12,871	-6%	-$214K	1.78%	21
2019 Q4	$4.07M	Buy	+201,056	New	+$3.79M	2.94%	18

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KEY Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of KeyCorp (KEY) in Q4 2021, closing a stake of 1,272 shares — an estimated $28K sold.

Walled Lake Planning & Wealth Management first reported a position in KEY in Q4 2019 and held it in 8 quarters. The position peaked at $4.07M in Q4 2019. 827 funds tracked by Wall St. Rank hold KEY as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining KeyCorp position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,272 KeyCorp shares in Q4 2021, an estimated $28K.
Walled Lake Planning & Wealth Management first reported a position in KeyCorp in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's KeyCorp position peaked at $4.07M in Q4 2019.
827 funds tracked by Wall St. Rank held KeyCorp as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.