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Global Wealth Management Investment Advisory’s KLA KLAC Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q3 		– Sell
-20
Closed -$1K – 314
2022
Q2 		$1K Hold
20
– – ﹤0.01% 459
2022
Q1 		$1K Buy
+20
New +$748 ﹤0.01% 457

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's KLAC Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of KLA (KLAC) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in KLAC in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 1,058 funds tracked by Wall St. Rank hold KLAC as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining KLA position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 20 KLA shares in Q3 2022, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in KLA in Q1 2022 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's KLA position peaked at $1K in Q2 2022.
  • 1,058 funds tracked by Wall St. Rank held KLA as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.