TCI Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,040
| Closed | -$41.5K | – | 1262 |
|
|
2023
Q1 | $41.5K | Sell |
1,040
-10
| -1% | -$394 | 0.01% | 471 |
|
|
2022
Q4 | $39.6K | Sell |
1,050
-600
| -36% | -$20.9K | 0.01% | 468 |
|
|
2022
Q3 | $50K | Sell |
1,650
-690
| -29% | -$23.9K | 0.01% | 366 |
|
|
2022
Q2 | $75K | Sell |
2,340
-90
| -4% | -$3.03K | 0.01% | 291 |
|
|
2022
Q1 | $88K | Buy |
2,430
+1,390
| +134% | +$52K | 0.01% | 281 |
|
|
2021
Q4 | $45K | Hold |
1,040
| – | – | 0.01% | 440 |
|
|
2021
Q3 | $35K | Buy |
1,040
+10
| +1% | +$334 | 0.01% | 501 |
|
|
2021
Q2 | $33K | Buy |
1,030
+220
| +27% | +$7.05K | 0.01% | 497 |
|
|
2021
Q1 | $27K | Buy |
810
+160
| +25% | +$4.82K | 0.01% | 497 |
|
|
2020
Q4 | $17K | Hold |
650
| – | – | 0.01% | 531 |
|
|
2020
Q3 | $13K | Hold |
650
| – | – | 0.01% | 524 |
|
|
2020
Q2 | $13K | Hold |
650
| – | – | 0.01% | 521 |
|
|
2020
Q1 | $9K | Sell |
650
-40
| -6% | -$644 | ﹤0.01% | 592 |
|
|
2019
Q4 | $12K | Buy |
690
+280
| +68% | +$4.7K | ﹤0.01% | 671 |
|
|
2019
Q3 | $7K | Hold |
410
| – | – | ﹤0.01% | 727 |
|
|
2019
Q2 | $5K | Hold |
410
| – | – | ﹤0.01% | 771 |
|
|
2019
Q1 | $5K | Hold |
410
| – | – | ﹤0.01% | 794 |
|
|
2018
Q4 | $4K | Sell |
410
-460
| -53% | -$4.28K | ﹤0.01% | 828 |
|
|
2018
Q3 | $9K | Sell |
870
-190
| -18% | -$2.08K | ﹤0.01% | 659 |
|
|
2018
Q2 | $11K | Buy |
1,060
+290
| +38% | +$3.15K | ﹤0.01% | 623 |
|
|
2018
Q1 | $8K | Hold |
770
| – | – | ﹤0.01% | 659 |
|
|
2017
Q4 | $8K | Hold |
770
| – | – | ﹤0.01% | 679 |
|
|
2017
Q3 | $8K | Sell |
770
-120
| -13% | -$1.15K | ﹤0.01% | 643 |
|
|
2017
Q2 | $8K | Hold |
890
| – | – | ﹤0.01% | 639 |
|
|
2017
Q1 | $8K | Buy |
890
+240
| +37% | +$2.11K | ﹤0.01% | 620 |
|
|
2016
Q4 | $5K | Buy |
+650
| New | +$4.96K | ﹤0.01% | 774 |
|
|
2016
Q1 | – | Sell |
-650
| Closed | -$5K | – | 1372 |
|
|
2015
Q4 | $5K | Hold |
650
| – | – | ﹤0.01% | 714 |
|
|
2015
Q3 | $3K | Hold |
650
| – | – | ﹤0.01% | 730 |
|
|
2015
Q2 | $4K | Hold |
650
| – | – | ﹤0.01% | 686 |
|
|
2015
Q1 | $4K | Hold |
650
| – | – | ﹤0.01% | 614 |
|
|
2014
Q4 | $5K | Hold |
650
| – | – | ﹤0.01% | 559 |
|
|
2014
Q3 | $5K | Hold |
650
| – | – | ﹤0.01% | 564 |
|
|
2014
Q2 | $5K | Hold |
650
| – | – | ﹤0.01% | 587 |
|
|
2014
Q1 | $4K | Hold |
650
| – | – | ﹤0.01% | 601 |
|
|
2013
Q4 | $4K | Hold |
650
| – | – | ﹤0.01% | 593 |
|
|
2013
Q3 | $4K | Hold |
650
| – | – | ﹤0.01% | 519 |
|
|
2013
Q2 | $4K | Buy |
+650
| New | +$3.55K | ﹤0.01% | 489 |
|
Other funds holding KLAC
TCI Wealth Advisors's KLAC Position: Q2 2023 in Review
TCI Wealth Advisors sold out of KLA (KLAC) in Q2 2023, closing a stake of 1,040 shares — an estimated $41.5K sold.
TCI Wealth Advisors first reported a position in KLAC in Q2 2013 and held it in 37 quarters. The position peaked at $88K in Q1 2022. 1,224 funds tracked by Wall St. Rank hold KLAC as of Q2 2023.
- TCI Wealth Advisors reported no remaining KLA position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 1,040 KLA shares in Q2 2023, an estimated $41.5K.
- TCI Wealth Advisors first reported a position in KLA in Q2 2013 and held it in 37 quarters.
- TCI Wealth Advisors's KLA position peaked at $88K in Q1 2022.
- 1,224 funds tracked by Wall St. Rank held KLA as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.