FA
KLAC icon

Fortis Advisors’s KLA KLAC Stock Holding History

Fortis 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
2020
Q1 		– Sell
-26,600
Closed -$474K – 354
2019
Q4 		$474K Hold
26,600
– – 0.29% 50
2019
Q3 		$424K Sell
26,600
-430
-2% -$6.01K 0.2% 51
2019
Q2 		$319K Hold
27,030
– – 0.15% 68
2019
Q1 		$323K Buy
27,030
+5,190
+24% +$55.8K 0.17% 60
2018
Q4 		$195K Buy
+21,840
New +$203K 0.12% 85

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fortis Advisors's KLAC Position: Q1 2020 in Review

Fortis Advisors sold out of KLA (KLAC) in Q1 2020, closing a stake of 26,600 shares — an estimated $474K sold.

Fortis Advisors first reported a position in KLAC in Q4 2018 and held it in 5 quarters. The position peaked at $474K in Q4 2019. 702 funds tracked by Wall St. Rank hold KLAC as of Q1 2020.

  • Fortis Advisors reported no remaining KLA position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 26,600 KLA shares in Q1 2020, an estimated $474K.
  • Fortis Advisors first reported a position in KLA in Q4 2018 and held it in 5 quarters.
  • Fortis Advisors's KLA position peaked at $474K in Q4 2019.
  • 702 funds tracked by Wall St. Rank held KLA as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.