Financial Architects (New Jersey)’s KLA KLAC Stock Holding History

Financial Architects (New Jersey)’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	-120	Closed	-$2K	–	535
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	806
2020 Q1	$2K	Sell	120 -90	-43%	-$1.45K	﹤0.01%	783
2019 Q4	$4K	Buy	210 +90	+75%	+$1.51K	﹤0.01%	789
2019 Q3	$2K	Hold	120	–	–	﹤0.01%	909
2019 Q2	$1K	Sell	120 -1,000	-89%	-$11.6K	﹤0.01%	1141
2019 Q1	$13K	Buy	1,120 +1,000	+833%	+$10.8K	﹤0.01%	1023
2018 Q4	$1K	Hold	120	–	–	﹤0.01%	1274
2018 Q3	$1K	Hold	120	–	–	﹤0.01%	1369
2018 Q2	$1K	Buy	+120	New	+$1.3K	﹤0.01%	1259
2017 Q3	–	Sell	-760	Closed	-$7K	–	1541
2017 Q2	$7K	Sell	760 -370	-33%	-$3.69K	﹤0.01%	1214
2017 Q1	$11K	Sell	1,130 -2,320	-67%	-$20.4K	﹤0.01%	1110
2016 Q4	$27K	Sell	3,450 -30	-0.9%	-$229	0.01%	758
2016 Q3	$24K	Sell	3,480 -3,330	-49%	-$24K	0.01%	796
2016 Q2	$50K	Buy	+6,810	New	+$48.8K	0.01%	536

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Architects (New Jersey)'s KLAC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of KLA (KLAC) in Q3 2020, closing a stake of 120 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in KLAC in Q2 2016 and held it in 14 quarters. The position peaked at $50K in Q2 2016. 754 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

Financial Architects (New Jersey) reported no remaining KLA position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 120 KLA shares in Q3 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in KLA in Q2 2016 and held it in 14 quarters.
Financial Architects (New Jersey)'s KLA position peaked at $50K in Q2 2016.
754 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.