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Personal Wealth Partners’s KLA KLAC Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-90
Closed -$3K – 244
2021
Q2 		$3K Buy
+90
New +$2.88K ﹤0.01% 361
2020
Q1 		– Sell
-90
Closed -$2K – 339
2019
Q4 		$2K Hold
90
– – ﹤0.01% 353
2019
Q3 		$1K Buy
+90
New +$1.26K ﹤0.01% 447

Other funds holding KLAC

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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

Personal Wealth Partners's KLAC Position: Q3 2021 in Review

Personal Wealth Partners sold out of KLA (KLAC) in Q3 2021, closing a stake of 90 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in KLAC in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 975 funds tracked by Wall St. Rank hold KLAC as of Q3 2021.

  • Personal Wealth Partners reported no remaining KLA position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 90 KLA shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in KLA in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's KLA position peaked at $3K in Q2 2021.
  • 975 funds tracked by Wall St. Rank held KLA as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.