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Juncture Wealth Strategies’s KLA KLAC Stock Holding History

Juncture Wealth Strategies’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
-30,810
Closed -$599K – 106
2020
Q2 		$599K Buy
30,810
+14,450
+88% +$247K 0.45% 52
2020
Q1 		$235K Buy
+16,360
New +$263K 0.22% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Juncture Wealth Strategies's KLAC Position: Q3 2020 in Review

Juncture Wealth Strategies sold out of KLA (KLAC) in Q3 2020, closing a stake of 30,810 shares — an estimated $599K sold.

Juncture Wealth Strategies first reported a position in KLAC in Q1 2020 and held it in 2 quarters. The position peaked at $599K in Q2 2020. 754 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

  • Juncture Wealth Strategies reported no remaining KLA position as of Q3 2020 after selling out during the quarter.
  • Juncture Wealth Strategies sold 30,810 KLA shares in Q3 2020, an estimated $599K.
  • Juncture Wealth Strategies first reported a position in KLA in Q1 2020 and held it in 2 quarters.
  • Juncture Wealth Strategies's KLA position peaked at $599K in Q2 2020.
  • 754 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on Juncture Wealth Strategies's 13F filing for Q3 2020, filed 15 Oct 2020.