Wealthspire Advisors (Maryland)’s KeyCorp KEY Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$265K	Buy	+22,228	New	+$271K	0.01%	369
2019 Q2	–	Sell	-4,911	Closed	-$77K	–	1287
2019 Q1	$77K	Sell	4,911 -66	-1%	-$1.1K	0.01%	732
2018 Q4	$74K	Sell	4,977 -594	-11%	-$10.5K	0.01%	709
2018 Q3	$111K	Buy	5,571 +440	+9%	+$9.14K	0.01%	642
2018 Q2	$100K	Buy	5,131 +162	+3%	+$3.23K	0.01%	707
2018 Q1	$97K	Sell	4,969 -127	-2%	-$2.66K	0.01%	728
2017 Q4	$103K	Buy	5,096 +1,241	+32%	+$23.4K	0.01%	705
2017 Q3	$73K	Buy	3,855 +184	+5%	+$3.33K	0.01%	829
2017 Q2	$69K	Buy	3,671 +107	+3%	+$1.94K	0.01%	831
2017 Q1	$63K	Buy	3,564 +727	+26%	+$13.3K	0.01%	742
2016 Q4	$52K	Buy	2,837 +235	+9%	+$3.71K	0.01%	757
2016 Q3	$32K	Sell	2,602 -21	-0.8%	-$251	0.01%	910
2016 Q2	$29K	Buy	2,623 +44	+2%	+$525	﹤0.01%	879
2016 Q1	$28K	Buy	2,579 +494	+24%	+$5.52K	﹤0.01%	855
2015 Q4	$28K	Buy	+2,085	New	+$27.3K	0.01%	869

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

Capital International Investors

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

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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