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Alterna Wealth Management’s KLA KLAC Stock Holding History

Alterna 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
2022
Q2 		– Sell
-8,550
Closed -$313K – 113
2022
Q1 		$313K Buy
8,550
+2,610
+44% +$97.6K 0.26% 61
2021
Q4 		$255K Buy
+5,940
New +$229K 0.21% 73
2020
Q4 		– Sell
-10,480
Closed -$203K – 97
2020
Q3 		$203K Buy
+10,480
New +$207K 0.29% 70
2019
Q2 		– Sell
-16,890
Closed -$202K – 102
2019
Q1 		$202K Buy
+16,890
New +$182K 0.17% 86

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alterna Wealth Management's KLAC Position: Q2 2022 in Review

Alterna Wealth Management sold out of KLA (KLAC) in Q2 2022, closing a stake of 8,550 shares — an estimated $313K sold.

Alterna Wealth Management first reported a position in KLAC in Q1 2019 and held it in 4 quarters. The position peaked at $313K in Q1 2022. 1,070 funds tracked by Wall St. Rank hold KLAC as of Q2 2022.

  • Alterna Wealth Management reported no remaining KLA position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 8,550 KLA shares in Q2 2022, an estimated $313K.
  • Alterna Wealth Management first reported a position in KLA in Q1 2019 and held it in 4 quarters.
  • Alterna Wealth Management's KLA position peaked at $313K in Q1 2022.
  • 1,070 funds tracked by Wall St. Rank held KLA as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.