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Tyler-Stone Wealth Management’s KLA KLAC Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q1 		– Sell
-50
Closed -$2K – 895
2021
Q4 		$2K Buy
+50
New +$1.93K ﹤0.01% 804

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's KLAC Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of KLA (KLAC) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in KLAC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold KLAC as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining KLA position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 50 KLA shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in KLA in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's KLA position peaked at $2K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held KLA as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.