TRUE Private Wealth Advisors’s KLA KLAC Stock Holding History

TRUE Private 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 Q1	–	Sell	-230	Closed	-$5K	–	484
2020 Q4	$5K	Hold	230	–	–	﹤0.01%	605
2020 Q3	$4K	Hold	230	–	–	﹤0.01%	581
2020 Q2	$4K	Hold	230	–	–	﹤0.01%	583
2020 Q1	$3K	Sell	230 -580	-72%	-$9.34K	﹤0.01%	577
2019 Q4	$14K	Buy	+810	New	+$13.6K	﹤0.01%	545
2019 Q3	–	Sell	-810	Closed	-$9K	–	497
2019 Q2	$9K	Buy	+810	New	+$9.37K	﹤0.01%	563
2018 Q4	–	Sell	-1,620	Closed	-$16.5K	–	614
2018 Q3	$16.5K	Buy	+1,620	New	+$17.7K	﹤0.01%	644

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's KLAC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of KLA (KLAC) in Q1 2021, closing a stake of 230 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in KLAC in Q3 2018 and held it in 7 quarters. The position peaked at $16.5K in Q3 2018. 910 funds tracked by Wall St. Rank hold KLAC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining KLA position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 230 KLA shares in Q1 2021, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in KLA in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's KLA position peaked at $16.5K in Q3 2018.
910 funds tracked by Wall St. Rank held KLA as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.