WealthShield Partners’s KLA KLAC Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-750	Closed	-$24K	–	495
2021 Q2	$24K	Buy	750 +10	+1%	+$320	﹤0.01%	623
2021 Q1	$24K	Buy	+740	New	+$22.3K	﹤0.01%	627

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WealthShield Partners's KLAC Position: Q3 2021 in Review

WealthShield Partners sold out of KLA (KLAC) in Q3 2021, closing a stake of 750 shares — an estimated $24K sold.

WealthShield Partners first reported a position in KLAC in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 975 funds tracked by Wall St. Rank hold KLAC as of Q3 2021.

WealthShield Partners reported no remaining KLA position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 750 KLA shares in Q3 2021, an estimated $24K.
WealthShield Partners first reported a position in KLA in Q1 2021 and held it in 2 quarters.
WealthShield Partners's KLA position peaked at $24K in Q2 2021.
975 funds tracked by Wall St. Rank held KLA as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.