Modera Wealth Management’s KLA KLAC Stock Holding History

Modera 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
2022 Q1	–	Sell	-13,960	Closed	-$600K	–	482
2021 Q4	$600K	Buy	+13,960	New	+$539K	0.02%	243

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

Modera Wealth Management's KLAC Position: Q1 2022 in Review

Modera Wealth Management sold out of KLA (KLAC) in Q1 2022, closing a stake of 13,960 shares — an estimated $600K sold.

Modera Wealth Management first reported a position in KLAC in Q4 2021 and held it in 1 quarter. The position peaked at $600K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold KLAC as of Q1 2022.

Modera Wealth Management reported no remaining KLA position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 13,960 KLA shares in Q1 2022, an estimated $600K.
Modera Wealth Management first reported a position in KLA in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's KLA position peaked at $600K in Q4 2021.
1,089 funds tracked by Wall St. Rank held KLA as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.