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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Federated Hermes

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return