PWA
KLAC icon

Phoenix Wealth Advisors’s KLA KLAC Stock Holding History

Phoenix Wealth 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 		– Sell
-110
Closed -$4K – 249
2021
Q3 		$4K Hold
110
– – ﹤0.01% 343
2021
Q2 		$3K Hold
110
– – ﹤0.01% 347
2021
Q1 		$4K Buy
+110
New +$3.31K ﹤0.01% 329

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

Phoenix Wealth Advisors's KLAC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of KLA (KLAC) in Q4 2021, closing a stake of 110 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in KLAC in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 1,118 funds tracked by Wall St. Rank hold KLAC as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining KLA position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 110 KLA shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in KLA in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's KLA position peaked at $4K in Q3 2021.
  • 1,118 funds tracked by Wall St. Rank held KLA as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.