Key shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Key (KEY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Key
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All positions including Key held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Key by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $4.6M | 368k | 12.52 |
2022-12-31 | $6.4M | 366k | 17.42 |
2022-09-30 | $2.4M | 147k | 16.02 |
2022-06-30 | $2.5M | 142k | 17.23 |
2022-03-31 | $3.0M | 134k | 22.38 |
2021-12-31 | $2.9M | 128k | 23.13 |
2021-09-30 | $2.6M | 118k | 21.60 |
2021-06-30 | $2.2M | 105k | 20.62 |
2021-03-31 | $1.8M | 90k | 19.97 |
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