VFA
KLIC icon

Valeo Financial Advisors’s Kulicke & Soffa KLIC Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-1,782
Closed -$48K – 1853
2019
Q4 		$48K Sell
1,782
-59
-3% -$1.46K ﹤0.01% 662
2019
Q3 		$43K Sell
1,841
-232
-11% -$5.1K ﹤0.01% 646
2019
Q2 		$47K Sell
2,073
-25
-1% -$549 0.01% 623
2019
Q1 		$46K Buy
+2,098
New +$46.4K 0.01% 579
2018
Q2 		– Sell
-200
Closed -$5K – 1690
2018
Q1 		$5K Buy
+200
New +$4.82K ﹤0.01% 1139

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Valeo Financial Advisors's KLIC Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Kulicke & Soffa (KLIC) in Q1 2020, closing a stake of 1,782 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in KLIC in Q1 2018 and held it in 5 quarters. The position peaked at $48K in Q4 2019. 183 funds tracked by Wall St. Rank hold KLIC as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Kulicke & Soffa position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,782 Kulicke & Soffa shares in Q1 2020, an estimated $48K.
  • Valeo Financial Advisors first reported a position in Kulicke & Soffa in Q1 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's Kulicke & Soffa position peaked at $48K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.