Concorde Financial’s KLA KLAC Stock Holding History

Concorde Financial’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 Q1	–	Sell	-110	Closed	-$5K	–	97
2021 Q4	$5K	Buy	+110	New	+$4.25K	﹤0.01%	114

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Concorde Financial's KLAC Position: Q1 2022 in Review

Concorde Financial sold out of KLA (KLAC) in Q1 2022, closing a stake of 110 shares — an estimated $5K sold.

Concorde Financial first reported a position in KLAC in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold KLAC as of Q1 2022.

Concorde Financial reported no remaining KLA position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 110 KLA shares in Q1 2022, an estimated $5K.
Concorde Financial first reported a position in KLA in Q4 2021 and held it in 1 quarter.
Concorde Financial's KLA position peaked at $5K in Q4 2021.
1,089 funds tracked by Wall St. Rank held KLA as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.