Defined Wealth Management’s KLA KLAC Stock Holding History

Defined 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	-270	Closed	-$7K	–	149
2020 Q4	$7K	Buy	+270	New	+$6.29K	0.01%	180

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Defined Wealth Management sold out of KLA (KLAC) in Q1 2021, closing a stake of 270 shares — an estimated $7K sold.

Defined Wealth Management first reported a position in KLAC in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 910 funds tracked by Wall St. Rank hold KLAC as of Q1 2021.

Defined Wealth Management reported no remaining KLA position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 270 KLA shares in Q1 2021, an estimated $7K.
Defined Wealth Management first reported a position in KLA in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's KLA position peaked at $7K in Q4 2020.
910 funds tracked by Wall St. Rank held KLA as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.