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Pacific Wealth Strategies Group’s KLA KLAC Stock Holding History

Pacific Wealth Strategies Group’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
-5,000
Closed -$215K – 81
2021
Q4 		$215K Buy
+5,000
New +$193K 0.07% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Wealth Strategies Group's KLAC Position: Q1 2022 in Review

Pacific Wealth Strategies Group sold out of KLA (KLAC) in Q1 2022, closing a stake of 5,000 shares — an estimated $215K sold.

Pacific Wealth Strategies Group first reported a position in KLAC in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold KLAC as of Q1 2022.

  • Pacific Wealth Strategies Group reported no remaining KLA position as of Q1 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 5,000 KLA shares in Q1 2022, an estimated $215K.
  • Pacific Wealth Strategies Group first reported a position in KLA in Q4 2021 and held it in 1 quarter.
  • Pacific Wealth Strategies Group's KLA position peaked at $215K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held KLA as of Q1 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2022, filed 25 Apr 2022.