Xcel Wealth Management’s KeyCorp KEY Stock Holding History

Xcel 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
2022 Q2	–	Sell	-14,500	Closed	-$325K	–	134
2022 Q1	$325K	Hold	14,500	–	–	0.09%	119
2021 Q4	$335K	Hold	14,500	–	–	0.09%	122
2021 Q3	$313K	Hold	14,500	–	–	0.09%	118
2021 Q2	$299K	Hold	14,500	–	–	0.09%	122
2021 Q1	$290K	Hold	14,500	–	–	0.1%	113
2020 Q4	$237K	Hold	14,500	–	–	0.1%	111
2020 Q3	$172K	Hold	14,500	–	–	0.09%	108
2020 Q2	$176K	Hold	14,500	–	–	0.11%	98
2020 Q1	$150K	Sell	14,500 -5,000	-26%	-$83.2K	0.14%	76
2019 Q4	$394K	Hold	19,500	–	–	0.33%	52
2019 Q3	$347K	Sell	19,500 -7,000	-26%	-$121K	0.32%	53
2019 Q2	$470K	Hold	26,500	–	–	0.46%	46
2019 Q1	$417K	Hold	26,500	–	–	0.43%	50
2018 Q4	$391K	Buy	+26,500	New	+$466K	0.48%	46

Other funds holding KEY

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Xcel Wealth Management's KEY Position: Q2 2022 in Review

Xcel Wealth Management sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 14,500 shares — an estimated $325K sold.

Xcel Wealth Management first reported a position in KEY in Q4 2018 and held it in 14 quarters. The position peaked at $470K in Q2 2019. 811 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Xcel Wealth Management reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
Xcel Wealth Management sold 14,500 KeyCorp shares in Q2 2022, an estimated $325K.
Xcel Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 14 quarters.
Xcel Wealth Management's KeyCorp position peaked at $470K in Q2 2019.
811 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.