LWM
KLAC icon

Lyons Wealth Management’s KLA KLAC Stock Holding History

Lyons Wealth Management’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
2018
Q2 		– Sell
-79,400
Closed -$864K – 57
2018
Q1 		$864K Sell
79,400
-3,240
-4% -$36.1K 1.31% 18
2017
Q4 		$870K Sell
82,640
-1,600
-2% -$16.9K 1.42% 18
2017
Q3 		$894K Buy
84,240
+40
+0% +$382 1.34% 13
2017
Q2 		$772K Buy
+84,200
New +$841K 1.08% 31
2013
Q4 		– Sell
-63,290
Closed -$385K – 79
2013
Q3 		$385K Buy
63,290
+14,830
+31% +$87K 0.35% 31
2013
Q2 		$270K Buy
+48,460
New +$265K 0.27% 46

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lyons Wealth Management's KLAC Position: Q2 2018 in Review

Lyons Wealth Management sold out of KLA (KLAC) in Q2 2018, closing a stake of 79,400 shares — an estimated $864K sold.

Lyons Wealth Management first reported a position in KLAC in Q2 2013 and held it in 6 quarters. The position peaked at $894K in Q3 2017. 612 funds tracked by Wall St. Rank hold KLAC as of Q2 2018.

  • Lyons Wealth Management reported no remaining KLA position as of Q2 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 79,400 KLA shares in Q2 2018, an estimated $864K.
  • Lyons Wealth Management first reported a position in KLA in Q2 2013 and held it in 6 quarters.
  • Lyons Wealth Management's KLA position peaked at $894K in Q3 2017.
  • 612 funds tracked by Wall St. Rank held KLA as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.