Kays Financial Advisory’s Verizon VZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$254K	Buy	4,272 +23	+0.5%	+$1.34K	0.04%	81
2020 Q2	$234K	Buy	4,249 +23	+0.5%	+$1.29K	0.04%	81
2020 Q1	$227K	Buy	4,226 +173	+4%	+$9.9K	0.05%	73
2019 Q4	$249K	Sell	4,053 -1,329	-25%	-$80.2K	0.04%	78
2019 Q3	$325K	Sell	5,382 -80	-1%	-$4.61K	0.06%	93
2019 Q2	$312K	Buy	5,462 +40	+0.7%	+$2.31K	0.06%	92
2019 Q1	$320K	Buy	5,422 +544	+11%	+$30.8K	0.06%	88
2018 Q4	$274K	Buy	+4,878	New	+$277K	0.06%	87
2018 Q1	–	Sell	-51,318	Closed	-$2.72M	–	96
2017 Q4	$2.72M	Buy	51,318 +971	+2%	+$47.7K	0.79%	27
2017 Q3	$2.49M	Buy	50,347 +1,546	+3%	+$72.7K	0.79%	24
2017 Q2	$2.18M	Buy	48,801 +2,327	+5%	+$108K	0.74%	30
2017 Q1	$2.27M	Buy	+46,474	New	+$2.33M	0.81%	25

Other funds holding VZ

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 $3.37T AUM 44.26% 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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Kays Financial Advisory increased its Verizon (VZ) stake by 0.54% in Q3 2020, buying an estimated $1.34K and bringing the position to 4,272 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #81.

Kays Financial Advisory first reported a position in VZ in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.72M in Q4 2017. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Kays Financial Advisory held 4,272 shares of Verizon worth $254K as of Q3 2020.
Kays Financial Advisory bought 23 Verizon shares in Q3 2020, an estimated $1.34K.
Verizon made up 0.04% of Kays Financial Advisory's portfolio in Q3 2020, its #81 holding.
Kays Financial Advisory first reported a position in Verizon in Q1 2017 and has held it in 12 quarters since.
Kays Financial Advisory's Verizon position peaked at $2.72M in Q4 2017.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

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