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Engrave Wealth Partners’s KLA KLAC Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-900
Closed -$17K – 250
2020
Q2 		$17K Hold
900
– – 0.02% 196
2020
Q1 		$12K Buy
900
+400
+80% +$6.44K 0.01% 194
2019
Q4 		$8K Buy
+500
New +$8.39K 0.01% 322

Other funds holding KLAC

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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
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
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

Engrave Wealth Partners's KLAC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of KLA (KLAC) in Q3 2020, closing a stake of 900 shares — an estimated $17K sold.

Engrave Wealth Partners first reported a position in KLAC in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2020. 754 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining KLA position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 900 KLA shares in Q3 2020, an estimated $17K.
  • Engrave Wealth Partners first reported a position in KLA in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's KLA position peaked at $17K in Q2 2020.
  • 754 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.