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Avior Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-11
Closed -$553 – 3025
2024
Q1 		$553 Buy
+11
New +$550 ﹤0.01% 2545
2022
Q1 		– Sell
-3
Closed – – 1169
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1162
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1124
2021
Q2 		$0 Buy
+3
New +$162 ﹤0.01% 1093
2018
Q2 		– Sell
-124
Closed -$3K – 821
2018
Q1 		$3K Hold
124
– – ﹤0.01% 668
2017
Q4 		$3K Hold
124
– – ﹤0.01% 678
2017
Q3 		$3K Hold
124
– – ﹤0.01% 424
2017
Q2 		$2K Buy
+124
New +$2.61K ﹤0.01% 415
2014
Q2 		– Sell
-224
Closed -$3K – 334
2014
Q1 		$3K Buy
+224
New +$2.66K ﹤0.01% 301

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Avior Wealth Management's KLIC Position: Q2 2024 in Review

Avior Wealth Management sold out of Kulicke & Soffa (KLIC) in Q2 2024, closing a stake of 11 shares — an estimated $553 sold.

Avior Wealth Management first reported a position in KLIC in Q1 2014 and held it in 9 quarters. The position peaked at $3K in Q1 2018. 283 funds tracked by Wall St. Rank hold KLIC as of Q2 2024.

  • Avior Wealth Management reported no remaining Kulicke & Soffa position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Kulicke & Soffa shares in Q2 2024, an estimated $553.
  • Avior Wealth Management first reported a position in Kulicke & Soffa in Q1 2014 and held it in 9 quarters.
  • Avior Wealth Management's Kulicke & Soffa position peaked at $3K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.