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Wealthcare Capital Management’s KLA KLAC Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-60
Closed -$2K – 377
2021
Q1 		$2K Buy
+60
New +$1.81K ﹤0.01% 572
2020
Q1 		– Sell
-140
Closed -$2K – 462
2019
Q4 		$2K Buy
+140
New +$2.35K ﹤0.01% 492
2018
Q1 		– Sell
-230
Closed -$2K – 219
2017
Q4 		$2K Buy
+230
New +$2.42K ﹤0.01% 194

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's KLAC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of KLA (KLAC) in Q2 2021, closing a stake of 60 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in KLAC in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 948 funds tracked by Wall St. Rank hold KLAC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining KLA position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 60 KLA shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in KLA in Q4 2017 and held it in 3 quarters.
  • Wealthcare Capital Management's KLA position peaked at $2K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held KLA as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.