Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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