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MPS Loria Financial Planners’s KLA KLAC Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-140
Closed -$4K – 355
2021
Q1 		$4K Hold
140
– – ﹤0.01% 367
2020
Q4 		$4K Buy
+140
New +$3.26K ﹤0.01% 390

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's KLAC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of KLA (KLAC) in Q2 2021, closing a stake of 140 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in KLAC in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 948 funds tracked by Wall St. Rank hold KLAC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining KLA position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 140 KLA shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in KLA in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's KLA position peaked at $4K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held KLA as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.