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Ropes Wealth Advisors’s KLA KLAC Stock Holding History

Ropes 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
-21,360
Closed -$715K – 280
2021
Q3 		$715K Sell
21,360
-3,390
-14% -$113K 0.11% 147
2021
Q2 		$802K Buy
24,750
+100
+0.4% +$3.2K 0.13% 136
2021
Q1 		$740K Sell
24,650
-200
-0.8% -$6.03K 0.13% 131
2020
Q4 		$643K Sell
24,850
-6,560
-21% -$153K 0.1% 133
2020
Q3 		$609K Sell
31,410
-16,450
-34% -$325K 0.12% 127
2020
Q2 		$931K Buy
47,860
+4,300
+10% +$73.5K 0.19% 87
2020
Q1 		$626K Buy
43,560
+100
+0.2% +$1.61K 0.16% 99
2019
Q4 		$774K Sell
43,460
-150
-0.3% -$2.52K 0.17% 107
2019
Q3 		$695K Hold
43,610
– – 0.15% 114
2019
Q2 		$515K Buy
43,610
+24,460
+128% +$283K 0.11% 137
2019
Q1 		$229K Buy
19,150
+16,900
+751% +$182K 0.06% 205
2018
Q4 		$20K Buy
+2,250
New +$21K 0.01% 377
2016
Q2 		– Sell
-40
Closed – – 504
2016
Q1 		$0 Buy
+40
New +$269 ﹤0.01% 488

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

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

Ropes Wealth Advisors sold out of KLA (KLAC) in Q4 2021, closing a stake of 21,360 shares — an estimated $715K sold.

Ropes Wealth Advisors first reported a position in KLAC in Q1 2016 and held it in 13 quarters. The position peaked at $931K in Q2 2020. 1,118 funds tracked by Wall St. Rank hold KLAC as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining KLA position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 21,360 KLA shares in Q4 2021, an estimated $715K.
  • Ropes Wealth Advisors first reported a position in KLA in Q1 2016 and held it in 13 quarters.
  • Ropes Wealth Advisors's KLA position peaked at $931K in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held KLA as of Q4 2021.

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