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Affinity Wealth Management’s KLA KLAC Stock Holding History

Affinity Wealth Management’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
Q1 		– Sell
-15,730
Closed -$280K – 78
2019
Q4 		$280K Hold
15,730
– – 0.1% 76
2019
Q3 		$251K Buy
+15,730
New +$220K 0.1% 79
2019
Q2 		– Sell
-19,780
Closed -$236K – 104
2019
Q1 		$236K Buy
+19,780
New +$213K 0.09% 94
2017
Q3 		$287K Hold
27,070
– – 0.18% 50
2017
Q2 		$248K Buy
27,070
+2,540
+10% +$25.4K 0.16% 52
2017
Q1 		$233K Buy
+24,530
New +$216K 0.13% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Affinity Wealth Management's KLAC Position: Q1 2020 in Review

Affinity Wealth Management sold out of KLA (KLAC) in Q1 2020, closing a stake of 15,730 shares — an estimated $280K sold.

Affinity Wealth Management first reported a position in KLAC in Q1 2017 and held it in 6 quarters. The position peaked at $287K in Q3 2017. 702 funds tracked by Wall St. Rank hold KLAC as of Q1 2020.

  • Affinity Wealth Management reported no remaining KLA position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 15,730 KLA shares in Q1 2020, an estimated $280K.
  • Affinity Wealth Management first reported a position in KLA in Q1 2017 and held it in 6 quarters.
  • Affinity Wealth Management's KLA position peaked at $287K in Q3 2017.
  • 702 funds tracked by Wall St. Rank held KLA as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.