Kays Financial Advisory’s Microsoft MSFT Stock Holding History

Kays Financial Advisory’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.55M	Buy	12,102 +135	+1%	+$28.4K	0.41%	41
2020 Q2	$2.44M	Buy	11,967 +126	+1%	+$22.9K	0.42%	39
2020 Q1	$1.87M	Buy	11,841 +10,156	+603%	+$1.67M	0.38%	41
2019 Q4	$266K	Sell	1,685 -1,442	-46%	-$212K	0.05%	75
2019 Q3	$435K	Sell	3,127 -73	-2%	-$10K	0.08%	81
2019 Q2	$428K	Buy	3,200 +97	+3%	+$12.3K	0.08%	77
2019 Q1	$366K	Buy	+3,103	New	+$339K	0.07%	84
2018 Q1	–	Sell	-2,762	Closed	-$237K	–	85
2017 Q4	$237K	Buy	+2,762	New	+$227K	0.07%	77

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kays Financial Advisory's MSFT Position: Q3 2020 in Review

Kays Financial Advisory increased its Microsoft (MSFT) stake by 1.1% in Q3 2020, buying an estimated $28.4K and bringing the position to 12,102 shares worth $2.55M. The position accounts for 0.41% of the portfolio, ranked #41.

Kays Financial Advisory first reported a position in MSFT in Q4 2017 and has held it in 8 quarters since. 3,593 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

Kays Financial Advisory held 12,102 shares of Microsoft worth $2.55M as of Q3 2020.
Kays Financial Advisory bought 135 Microsoft shares in Q3 2020, an estimated $28.4K.
Microsoft made up 0.41% of Kays Financial Advisory's portfolio in Q3 2020, its #41 holding.
Kays Financial Advisory first reported a position in Microsoft in Q4 2017 and has held it in 8 quarters since.
3,593 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.