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Sutton Wealth Advisors’s Kulicke & Soffa KLIC Stock Holding History

Sutton Wealth Advisors’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,596
Closed -$70.6K – 1198
2022
Q4 		$70.6K Sell
1,596
-2
-0.1% -$88 0.03% 310
2022
Q3 		$61.6K Buy
1,598
+8
+0.5% +$354 0.03% 334
2022
Q2 		$68.1K Buy
1,590
+8
+0.5% +$396 0.03% 305
2022
Q1 		$88.6K Sell
1,582
-11
-0.7% -$607 0.03% 273
2021
Q4 		$96.4K Buy
1,593
+15
+1% +$858 0.03% 268
2021
Q3 		$92K Sell
1,578
-164
-9% -$10.2K 0.03% 260
2021
Q2 		$107K Sell
1,742
-90
-5% -$4.85K 0.04% 243
2021
Q1 		$90K Hold
1,832
– – 0.04% 257
2020
Q4 		$58.3K Hold
1,832
– – 0.02% 318
2020
Q3 		$41K Hold
1,832
– – 0.02% 340
2020
Q2 		$38.2K Hold
1,832
– – 0.02% 362
2020
Q1 		$38.2K Hold
1,832
– – 0.02% 327
2019
Q4 		$49.8K Hold
1,832
– – 0.03% 305
2019
Q3 		$43K Hold
1,832
– – 0.02% 340
2019
Q2 		$41.3K Hold
1,832
– – 0.02% 349
2019
Q1 		$40.5K Hold
1,832
– – 0.02% 360
2018
Q4 		$37.1K Hold
1,832
– – 0.02% 339
2018
Q3 		$43.7K Hold
1,832
– – 0.03% 321
2018
Q2 		$43.6K Hold
1,832
– – 0.03% 322
2018
Q1 		$45.8K Hold
1,832
– – 0.03% 292
2017
Q4 		$44.6K Hold
1,832
– – 0.03% 303
2017
Q3 		$39.5K Hold
1,832
– – 0.03% 329
2017
Q2 		$34.8K Hold
1,832
– – 0.03% 339
2017
Q1 		$37.2K Hold
1,832
– – 0.03% 318
2016
Q4 		$29.2K Hold
1,832
– – 0.03% 375
2016
Q3 		$23.7K Hold
1,832
– – 0.02% 416
2016
Q2 		$22.3K Hold
1,832
– – 0.02% 416
2016
Q1 		$20.7K Buy
+1,832
New +$20K 0.02% 428

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sutton Wealth Advisors's KLIC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Kulicke & Soffa (KLIC) in Q1 2023, closing a stake of 1,596 shares — an estimated $70.6K sold.

Sutton Wealth Advisors first reported a position in KLIC in Q1 2016 and held it in 28 quarters. The position peaked at $107K in Q2 2021. 313 funds tracked by Wall St. Rank hold KLIC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Kulicke & Soffa position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,596 Kulicke & Soffa shares in Q1 2023, an estimated $70.6K.
  • Sutton Wealth Advisors first reported a position in Kulicke & Soffa in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Kulicke & Soffa position peaked at $107K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.