Kays Financial Advisory’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$264K	Buy	1,322 +1	+0.1%	+$200	0.04%	80
2020 Q2	$255K	Hold	1,321	–	–	0.04%	80
2020 Q1	$213K	Sell	1,321 -39	-3%	-$7.35K	0.04%	76
2019 Q4	$256K	Sell	1,360 -179	-12%	-$32.3K	0.05%	77
2019 Q3	$265K	Hold	1,539	–	–	0.05%	97
2019 Q2	$267K	Buy	1,539 +1	+0.1%	+$164	0.05%	95
2019 Q1	$240K	Buy	+1,538	New	+$222K	0.05%	98
2018 Q4	–	Sell	-1,357	Closed	-$204K	–	112
2018 Q3	$204K	Buy	+1,357	New	+$193K	0.04%	83

Other funds holding V

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Kays Financial Advisory increased its Visa (V) stake by 0.08% in Q3 2020, buying an estimated $200 and bringing the position to 1,322 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #80.

Kays Financial Advisory first reported a position in V in Q3 2018 and has held it in 8 quarters since. The position peaked at $267K in Q2 2019. 2,778 funds tracked by Wall St. Rank hold V as of Q3 2020.

Kays Financial Advisory held 1,322 shares of Visa worth $264K as of Q3 2020.
Kays Financial Advisory bought 1 Visa share in Q3 2020, an estimated $200.
Visa made up 0.04% of Kays Financial Advisory's portfolio in Q3 2020, its #80 holding.
Kays Financial Advisory first reported a position in Visa in Q3 2018 and has held it in 8 quarters since.
Kays Financial Advisory's Visa position peaked at $267K in Q2 2019.
2,778 funds tracked by Wall St. Rank held Visa as of Q3 2020.

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