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9258 Wealth Management’s KLA KLAC Stock Holding History

9258 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
2024
Q3 		$221K Hold
2,860
– – 0.03% 325
2024
Q2 		$236K Sell
2,860
-610
-18% -$45.1K 0.04% 304
2024
Q1 		$242K Sell
3,470
-140
-4% -$8.99K 0.04% 293
2023
Q4 		$210K Buy
+3,610
New +$188K 0.04% 300
2023
Q1 		– Sell
-5,560
Closed -$210K – 328
2022
Q4 		$210K Buy
+5,560
New +$194K 0.05% 303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's KLAC Position: Q3 2024 in Review

9258 Wealth Management held its KLA (KLAC) position steady in Q3 2024 at 2,860 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #325.

9258 Wealth Management first reported a position in KLAC in Q4 2022 and has held it in 5 quarters since. The position peaked at $242K in Q1 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • 9258 Wealth Management held 2,860 shares of KLA worth $221K as of Q3 2024.
  • 9258 Wealth Management left its KLA share count unchanged in Q3 2024.
  • KLA made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #325 holding.
  • 9258 Wealth Management first reported a position in KLA in Q4 2022 and has held it in 5 quarters since.
  • 9258 Wealth Management's KLA position peaked at $242K in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.