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Paradigm Financial Advisors’s KLA KLAC Stock Holding History

Paradigm Financial 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
2021
Q4 		$531K Hold
12,350
– – 0.12% 111
2021
Q3 		$413K Sell
12,350
-700
-5% -$23.4K 0.1% 132
2021
Q2 		$423K Sell
13,050
-1,000
-7% -$32K 0.09% 131
2021
Q1 		$464K Buy
+14,050
New +$423K 0.11% 120

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
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

Paradigm Financial Advisors's KLAC Position: Q4 2021 in Review

Paradigm Financial Advisors held its KLA (KLAC) position steady in Q4 2021 at 12,350 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #111.

Paradigm Financial Advisors first reported a position in KLAC in Q1 2021 and has held it in 4 quarters since. 1,118 funds tracked by Wall St. Rank hold KLAC as of Q4 2021.

  • Paradigm Financial Advisors held 12,350 shares of KLA worth $531K as of Q4 2021.
  • Paradigm Financial Advisors left its KLA share count unchanged in Q4 2021.
  • KLA made up 0.12% of Paradigm Financial Advisors's portfolio in Q4 2021, its #111 holding.
  • Paradigm Financial Advisors first reported a position in KLA in Q1 2021 and has held it in 4 quarters since.
  • 1,118 funds tracked by Wall St. Rank held KLA as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.