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	0.8%	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return