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Atticus Wealth Management’s KLA KLAC Stock Holding History

Atticus 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
2022
Q4 		– Sell
-480
Closed -$15K – 594
2022
Q3 		$15K Hold
480
– – 0.01% 347
2022
Q2 		$15K Hold
480
– – 0.01% 377
2022
Q1 		$18K Hold
480
– – 0.01% 349
2021
Q4 		$21K Sell
480
-1,090
-69% -$42.1K 0.01% 307
2021
Q3 		$53K Buy
+1,570
New +$52.4K 0.02% 227

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atticus Wealth Management's KLAC Position: Q4 2022 in Review

Atticus Wealth Management sold out of KLA (KLAC) in Q4 2022, closing a stake of 480 shares — an estimated $15K sold.

Atticus Wealth Management first reported a position in KLAC in Q3 2021 and held it in 5 quarters. The position peaked at $53K in Q3 2021. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

  • Atticus Wealth Management reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 480 KLA shares in Q4 2022, an estimated $15K.
  • Atticus Wealth Management first reported a position in KLA in Q3 2021 and held it in 5 quarters.
  • Atticus Wealth Management's KLA position peaked at $53K in Q3 2021.
  • 1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.