Avantra Family Wealth’s KLA KLAC Stock Holding History

Avantra Family Wealth’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
2025 Q1	–	Sell	-3,580	Closed	-$226K	–	161
2024 Q4	$226K	Buy	+3,580	New	+$242K	0.21%	141

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantra Family Wealth's KLAC Position: Q1 2025 in Review

Avantra Family Wealth sold out of KLA (KLAC) in Q1 2025, closing a stake of 3,580 shares — an estimated $226K sold.

Avantra Family Wealth first reported a position in KLAC in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 1,563 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

Avantra Family Wealth reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
Avantra Family Wealth sold 3,580 KLA shares in Q1 2025, an estimated $226K.
Avantra Family Wealth first reported a position in KLA in Q4 2024 and held it in 1 quarter.
Avantra Family Wealth's KLA position peaked at $226K in Q4 2024.
1,563 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.