WLPWM
KEY icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return