Avitas Wealth Management’s KLA KLAC Stock Holding History

Avitas 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 Q4	$1.88M	Sell	29,770 -150	-0.5%	-$10.1K	0.26%	96
2024 Q3	$2.32M	Sell	29,920 -300	-1%	-$23.5K	0.33%	85
2024 Q2	$2.49M	Sell	30,220 -260	-0.9%	-$19.2K	0.36%	69
2024 Q1	$2.13M	Sell	30,480 -70	-0.2%	-$4.5K	0.32%	87
2023 Q4	$1.78M	Buy	30,550 +490	+2%	+$25.5K	0.3%	95
2023 Q3	$1.38M	Sell	30,060 -600	-2%	-$28.8K	0.26%	101
2023 Q2	$1.49M	Buy	30,660 +70	+0.2%	+$2.92K	0.27%	100
2023 Q1	$1.22M	Sell	30,590 -20	-0.1%	-$788	0.24%	111
2022 Q4	$1.15M	Buy	30,610 +280	+0.9%	+$9.76K	0.24%	107
2022 Q3	$918K	Buy	+30,330	New	+$1.05M	0.21%	114
2022 Q2	–	Sell	-56,770	Closed	-$2.08M	–	214
2022 Q1	$2.08M	Buy	+56,770	New	+$2.12M	0.38%	86

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's KLAC Position: Q4 2024 in Review

Avitas Wealth Management reduced its KLA (KLAC) stake by 0.5% in Q4 2024, selling an estimated $10.1K and leaving 29,770 shares worth $1.88M. The position accounts for 0.26% of the portfolio, ranked #96.

Avitas Wealth Management first reported a position in KLAC in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.49M in Q2 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Avitas Wealth Management held 29,770 shares of KLA worth $1.88M as of Q4 2024.
Avitas Wealth Management sold 150 KLA shares in Q4 2024, an estimated $10.1K.
KLA made up 0.26% of Avitas Wealth Management's portfolio in Q4 2024, its #96 holding.
Avitas Wealth Management first reported a position in KLA in Q1 2022 and has held it in 11 quarters since.
Avitas Wealth Management's KLA position peaked at $2.49M in Q2 2024.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.