1776 Wealth’s KLA KLAC Stock Holding History

1776 Wealth’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,270	Closed	-$24K	–	215
2020 Q2	$24K	Sell	1,270 -1,170	-48%	-$20K	0.02%	241
2020 Q1	$38K	Buy	2,440 +1,270	+109%	+$20.5K	0.02%	241
2019 Q4	$20K	Buy	+1,170	New	+$19.6K	0.02%	243

Other funds holding KLAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

1776 Wealth's KLAC Position: Q3 2020 in Review

1776 Wealth sold out of KLA (KLAC) in Q3 2020, closing a stake of 1,270 shares — an estimated $24K sold.

1776 Wealth first reported a position in KLAC in Q4 2019 and held it in 3 quarters. The position peaked at $38K in Q1 2020. 754 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

1776 Wealth reported no remaining KLA position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,270 KLA shares in Q3 2020, an estimated $24K.
1776 Wealth first reported a position in KLA in Q4 2019 and held it in 3 quarters.
1776 Wealth's KLA position peaked at $38K in Q1 2020.
754 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.