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Advocacy Wealth Management Services’s KLA KLAC Stock Holding History

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-690
Closed -$23K – 86
2022
Q3 		$23K Hold
690
– – ﹤0.01% 78
2022
Q2 		$22K Buy
690
+190
+38% +$6.39K ﹤0.01% 83
2022
Q1 		$18K Buy
+500
New +$18.7K ﹤0.01% 90

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advocacy Wealth Management Services's KLAC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of KLA (KLAC) in Q4 2022, closing a stake of 690 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in KLAC in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 690 KLA shares in Q4 2022, an estimated $23K.
  • Advocacy Wealth Management Services first reported a position in KLA in Q1 2022 and held it in 3 quarters.
  • Advocacy Wealth Management Services's KLA position peaked at $23K in Q3 2022.
  • 1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.