Lenox Wealth Advisors’s KLA KLAC Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Sell	20 -20	-50%	-$748	﹤0.01%	716
2021 Q4	$2K	Buy	40 +30	+300%	+$1.16K	﹤0.01%	730
2021 Q3	$0	Buy	+10	New	+$334	﹤0.01%	755
2021 Q1	–	Sell	-460	Closed	-$12K	–	725
2020 Q4	$12K	Buy	+460	New	+$10.7K	﹤0.01%	396
2020 Q2	–	Sell	-550	Closed	-$8K	–	697
2020 Q1	$8K	Hold	550	–	–	﹤0.01%	368
2019 Q4	$10K	Buy	550 +250	+83%	+$4.19K	﹤0.01%	412
2019 Q3	$5K	Buy	+300	New	+$4.19K	﹤0.01%	402
2018 Q4	–	Sell	-200	Closed	-$2K	–	386
2018 Q3	$2K	Sell	200 -840	-81%	-$9.18K	﹤0.01%	370
2018 Q2	$11K	Buy	1,040 +840	+420%	+$9.13K	﹤0.01%	340
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	476
2017 Q4	$2K	Buy	+200	New	+$2.11K	﹤0.01%	344

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Lenox Wealth Advisors's KLAC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its KLA (KLAC) stake by 50% in Q1 2022, selling an estimated $748 and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Lenox Wealth Advisors first reported a position in KLAC in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q4 2020. 1,090 funds tracked by Wall St. Rank hold KLAC as of Q1 2022.

Lenox Wealth Advisors held 20 shares of KLA worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 20 KLA shares in Q1 2022, an estimated $748.
KLA made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #716 holding.
Lenox Wealth Advisors first reported a position in KLA in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Advisors's KLA position peaked at $12K in Q4 2020.
1,090 funds tracked by Wall St. Rank held KLA as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.