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Edge Wealth Management’s KLA KLAC Stock Holding History

Edge 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
2020
Q2 		– Sell
-41,260
Closed -$610K – 697
2020
Q1 		$610K Buy
41,260
+39,760
+2,651% +$640K 0.13% 83
2019
Q4 		$27K Buy
+1,500
New +$25.2K 0.01% 308

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Edge Wealth Management's KLAC Position: Q2 2020 in Review

Edge Wealth Management sold out of KLA (KLAC) in Q2 2020, closing a stake of 41,260 shares — an estimated $610K sold.

Edge Wealth Management first reported a position in KLAC in Q4 2019 and held it in 2 quarters. The position peaked at $610K in Q1 2020. 749 funds tracked by Wall St. Rank hold KLAC as of Q2 2020.

  • Edge Wealth Management reported no remaining KLA position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 41,260 KLA shares in Q2 2020, an estimated $610K.
  • Edge Wealth Management first reported a position in KLA in Q4 2019 and held it in 2 quarters.
  • Edge Wealth Management's KLA position peaked at $610K in Q1 2020.
  • 749 funds tracked by Wall St. Rank held KLA as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.