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STAS
Strong Tower Advisory Services’s
KLA
KLAC
Stock Holding History
Strong Tower Advisory Services’s Portfolio
KLAC Stock Details
KLAC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-20,080
Closed
-$1.17M
–
84
2023
Q4
$1.17M
Buy
20,080
+480
+2%
+$25K
0.52%
43
2023
Q3
$899K
Sell
19,600
-420
-2%
-$20.1K
0.45%
51
2023
Q2
$971K
Buy
20,020
+720
+4%
+$30.1K
0.46%
48
2023
Q1
$771K
Buy
19,300
+360
+2%
+$14.2K
0.41%
59
2022
Q4
$714K
Sell
18,940
-200
-1%
-$6.97K
0.43%
57
2022
Q3
$579K
Buy
19,140
+600
+3%
+$20.8K
0.34%
69
2022
Q2
$592K
Buy
18,540
+1,140
+7%
+$38.3K
0.32%
77
2022
Q1
$637K
Sell
17,400
-2,080
-11%
-$77.8K
0.33%
76
2021
Q4
$838K
Sell
19,480
-2,580
-12%
-$99.6K
0.45%
62
2021
Q3
$707K
Buy
+22,060
New
+$736K
0.41%
60
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1-Year Est. Return
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44.11%
1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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