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Wealthspire Advisors (Maryland)’s Kulicke & Soffa KLIC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-128
Closed -$3K – 1271
2019
Q1 		$3K Hold
128
– – ﹤0.01% 2013
2018
Q4 		$3K Sell
128
-4
-3% -$83 ﹤0.01% 1955
2018
Q3 		$3K Hold
132
– – ﹤0.01% 2042
2018
Q2 		$3K Buy
132
+30
+29% +$712 ﹤0.01% 2019
2018
Q1 		$3K Hold
102
– – ﹤0.01% 2034
2017
Q4 		$2K Buy
+102
New +$2.43K ﹤0.01% 2134

Other funds holding KLIC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KLIC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kulicke & Soffa (KLIC) in Q2 2019, closing a stake of 128 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in KLIC in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 196 funds tracked by Wall St. Rank hold KLIC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kulicke & Soffa position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 128 Kulicke & Soffa shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Kulicke & Soffa in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Kulicke & Soffa position peaked at $3K in Q1 2019.
  • 196 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.