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Evolution Wealth Advisors’s KLA KLAC Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-200
Closed -$7K – 406
2021
Q3 		$7K Hold
200
– – ﹤0.01% 456
2021
Q2 		$6K Hold
200
– – ﹤0.01% 479
2021
Q1 		$7K Hold
200
– – ﹤0.01% 479
2020
Q4 		$5K Hold
200
– – ﹤0.01% 450
2020
Q3 		$4K Hold
200
– – ﹤0.01% 464
2020
Q2 		$4K Buy
+200
New +$3.42K ﹤0.01% 395
2020
Q1 		– Sell
-230
Closed -$4K – 503
2019
Q4 		$4K Buy
+230
New +$3.86K ﹤0.01% 451
2019
Q3 		– Sell
-200
Closed -$2K – 544
2019
Q2 		$2K Buy
+200
New +$2.31K ﹤0.01% 423

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's KLAC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of KLA (KLAC) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in KLAC in Q2 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 1,118 funds tracked by Wall St. Rank hold KLAC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining KLA position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 200 KLA shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in KLA in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's KLA position peaked at $7K in Q3 2021.
  • 1,118 funds tracked by Wall St. Rank held KLA as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.