KFA
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Kays Financial Advisory’s Mastercard MA Stock Holding History

Kays Financial Advisory’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$4.94M Sell
14,619
-619
-4% -$201K 0.79% 19
2020
Q2 		$4.51M Buy
15,238
+68
+0.4% +$19.2K 0.79% 22
2020
Q1 		$3.66M Buy
15,170
+294
+2% +$87.4K 0.75% 23
2019
Q4 		$4.44M Buy
14,876
+73
+0.5% +$20.6K 0.79% 20
2019
Q3 		$4.02M Sell
14,803
-382
-3% -$105K 0.74% 21
2019
Q2 		$4.02M Buy
15,185
+17
+0.1% +$4.25K 0.74% 22
2019
Q1 		$3.57M Buy
15,168
+1,019
+7% +$219K 0.69% 28
2018
Q4 		$2.67M Buy
14,149
+6,523
+86% +$1.3M 0.61% 35
2018
Q3 		$1.7M Sell
7,626
-226
-3% -$47.1K 0.36% 39
2018
Q2 		$1.54M Buy
7,852
+444
+6% +$83.5K 0.34% 42
2018
Q1 		$1.3M Buy
+7,408
New +$1.27M 0.3% 48

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return