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Wealthspire Advisors (Maryland)’s KLA KLAC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$248K Buy
+12,820
New +$253K 0.01% 394
2019
Q2 		– Sell
-9,650
Closed -$115K – 1270
2019
Q1 		$115K Buy
9,650
+140
+1% +$1.51K 0.01% 590
2018
Q4 		$85K Sell
9,510
-680
-7% -$6.33K 0.01% 660
2018
Q3 		$104K Buy
10,190
+1,360
+15% +$14.9K 0.01% 672
2018
Q2 		$91K Buy
8,830
+860
+11% +$9.35K 0.01% 740
2018
Q1 		$87K Sell
7,970
-470
-6% -$5.23K 0.01% 757
2017
Q4 		$89K Buy
8,440
+1,770
+27% +$18.7K 0.01% 762
2017
Q3 		$71K Sell
6,670
-190
-3% -$1.81K 0.01% 839
2017
Q2 		$63K Buy
6,860
+2,110
+44% +$21.1K 0.01% 859
2017
Q1 		$45K Buy
4,750
+620
+15% +$5.46K 0.01% 830
2016
Q4 		$32K Buy
4,130
+3,840
+1,324% +$29.3K ﹤0.01% 891
2016
Q3 		$2K Hold
290
– – ﹤0.01% 1554
2016
Q2 		$2K Hold
290
– – ﹤0.01% 1520
2016
Q1 		$2K Sell
290
-3,740
-93% -$25.2K ﹤0.01% 1538
2015
Q4 		$28K Buy
+4,030
New +$25.8K 0.01% 870

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KLAC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in KLA (KLAC) in Q3 2020: 12,820 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in KLAC as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in KLAC in Q4 2015 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,820 shares of KLA worth $248K as of Q3 2020.
  • KLA was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • KLA made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #394 holding.
  • Wealthspire Advisors (Maryland) first reported a position in KLA in Q4 2015 and has held it in 15 quarters since.
  • 754 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.