Walled Lake Planning & Wealth Management’s KLA KLAC Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-190	Closed	-$6K	–	217
2021 Q3	$6K	Hold	190	–	–	﹤0.01%	283
2021 Q2	$6K	Hold	190	–	–	﹤0.01%	264
2021 Q1	$6K	Hold	190	–	–	﹤0.01%	260
2020 Q4	$5K	Hold	190	–	–	﹤0.01%	251
2020 Q3	$4K	Hold	190	–	–	﹤0.01%	265
2020 Q2	$4K	Hold	190	–	–	﹤0.01%	255
2020 Q1	$3K	Hold	190	–	–	﹤0.01%	260
2019 Q4	$3K	Buy	+190	New	+$3.19K	﹤0.01%	247

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

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

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

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

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

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

Walled Lake Planning & Wealth Management's KLAC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of KLA (KLAC) in Q4 2021, closing a stake of 190 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in KLAC in Q4 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 1,118 funds tracked by Wall St. Rank hold KLAC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining KLA position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 190 KLA shares in Q4 2021, an estimated $6K.
Walled Lake Planning & Wealth Management first reported a position in KLA in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's KLA position peaked at $6K in Q3 2021.
1,118 funds tracked by Wall St. Rank held KLA as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.