Sutton Wealth Advisors’s KLA KLAC Stock Holding History

Sutton 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
2023 Q3	$9.17K	Hold	200	–	–	﹤0.01%	486
2023 Q2	$9.7K	Sell	200 -50	-20%	-$2.09K	﹤0.01%	465
2023 Q1	$9.98K	Hold	250	–	–	0.01%	425
2022 Q4	$9.43K	Sell	250 -110	-31%	-$3.83K	﹤0.01%	966
2022 Q3	$10.9K	Sell	360 -40	-10%	-$1.39K	﹤0.01%	864
2022 Q2	$12.8K	Sell	400 -10	-2%	-$336	0.01%	820
2022 Q1	$15K	Buy	410 +150	+58%	+$5.61K	0.01%	808
2021 Q4	$11.2K	Hold	260	–	–	﹤0.01%	895
2021 Q3	$8.7K	Buy	260 +10	+4%	+$334	﹤0.01%	957
2021 Q2	$8.11K	Hold	250	–	–	﹤0.01%	967
2021 Q1	$8.26K	Hold	250	–	–	﹤0.01%	928
2020 Q4	$6.47K	Buy	250 +30	+14%	+$699	﹤0.01%	921
2020 Q3	$4.26K	Hold	220	–	–	﹤0.01%	969
2020 Q2	$4.28K	Hold	220	–	–	﹤0.01%	945
2020 Q1	$3.16K	Buy	220 +30	+16%	+$483	﹤0.01%	959
2019 Q4	$3.38K	Hold	190	–	–	﹤0.01%	996
2019 Q3	$3.03K	Hold	190	–	–	﹤0.01%	1015
2019 Q2	$2.25K	Hold	190	–	–	﹤0.01%	1037
2019 Q1	$2.27K	Hold	190	–	–	﹤0.01%	1026
2018 Q4	$1.7K	Hold	190	–	–	﹤0.01%	1004
2018 Q3	$1.93K	Hold	190	–	–	﹤0.01%	998
2018 Q2	$1.95K	Hold	190	–	–	﹤0.01%	1013
2018 Q1	$2.07K	Hold	190	–	–	﹤0.01%	1000
2017 Q4	$2K	Hold	190	–	–	﹤0.01%	967
2017 Q3	$2.01K	Hold	190	–	–	﹤0.01%	951
2017 Q2	$1.74K	Hold	190	–	–	﹤0.01%	966
2017 Q1	$1.81K	Hold	190	–	–	﹤0.01%	939
2016 Q4	$1.5K	Buy	+190	New	+$1.45K	﹤0.01%	950

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's KLAC Position: Q3 2023 in Review

Sutton Wealth Advisors held its KLA (KLAC) position steady in Q3 2023 at 200 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Sutton Wealth Advisors first reported a position in KLAC in Q4 2016 and has held it in 28 quarters since. The position peaked at $15K in Q1 2022. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Sutton Wealth Advisors held 200 shares of KLA worth $9.17K as of Q3 2023.
Sutton Wealth Advisors left its KLA share count unchanged in Q3 2023.
KLA made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #486 holding.
Sutton Wealth Advisors first reported a position in KLA in Q4 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's KLA position peaked at $15K in Q1 2022.
1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.