FCA
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Fortis Capital Advisors’s KLA KLAC Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-60
Closed -$2.4K – 392
2023
Q1 		$2.4K Hold
60
– – ﹤0.01% 560
2022
Q4 		$2.26K Buy
+60
New +$2.09K ﹤0.01% 574

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortis Capital Advisors's KLAC Position: Q2 2023 in Review

Fortis Capital Advisors sold out of KLA (KLAC) in Q2 2023, closing a stake of 60 shares — an estimated $2.4K sold.

Fortis Capital Advisors first reported a position in KLAC in Q4 2022 and held it in 2 quarters. The position peaked at $2.4K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold KLAC as of Q2 2023.

  • Fortis Capital Advisors reported no remaining KLA position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 60 KLA shares in Q2 2023, an estimated $2.4K.
  • Fortis Capital Advisors first reported a position in KLA in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's KLA position peaked at $2.4K in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held KLA as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.