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Core Wealth Advisors (Florida)’s KLA KLAC Stock Holding History

Core Wealth Advisors (Florida)’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
-33,890
Closed -$1.24M – 229
2022
Q1 		$1.24M Buy
+33,890
New +$1.27M 0.7% 14

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

Core Wealth Advisors (Florida)'s KLAC Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of KLA (KLAC) in Q2 2022, closing a stake of 33,890 shares — an estimated $1.24M sold.

Core Wealth Advisors (Florida) first reported a position in KLAC in Q1 2022 and held it in 1 quarter. The position peaked at $1.24M in Q1 2022. 1,070 funds tracked by Wall St. Rank hold KLAC as of Q2 2022.

  • Core Wealth Advisors (Florida) reported no remaining KLA position as of Q2 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 33,890 KLA shares in Q2 2022, an estimated $1.24M.
  • Core Wealth Advisors (Florida) first reported a position in KLA in Q1 2022 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s KLA position peaked at $1.24M in Q1 2022.
  • 1,070 funds tracked by Wall St. Rank held KLA as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.