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Birchcreek Wealth Management’s KLA KLAC Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-1,350
Closed -$34K – 203
2020
Q4 		$34K Buy
+1,350
New +$31.5K 0.03% 260

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Birchcreek Wealth Management's KLAC Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of KLA (KLAC) in Q1 2021, closing a stake of 1,350 shares — an estimated $34K sold.

Birchcreek Wealth Management first reported a position in KLAC in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 910 funds tracked by Wall St. Rank hold KLAC as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining KLA position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,350 KLA shares in Q1 2021, an estimated $34K.
  • Birchcreek Wealth Management first reported a position in KLA in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's KLA position peaked at $34K in Q4 2020.
  • 910 funds tracked by Wall St. Rank held KLA as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.