Baker Tilly Wealth Management’s KLA KLAC Stock Holding History

Baker Tilly 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
2023 Q3	–	Sell	-6,630	Closed	-$322K	–	517
2023 Q2	$322K	Buy	6,630 +30	+0.5%	+$1.25K	0.03%	441
2023 Q1	$263K	Buy	+6,600	New	+$260K	0.03%	471
2022 Q3	–	Sell	-14,780	Closed	-$472K	–	520
2022 Q2	$472K	Buy	14,780 +70	+0.5%	+$2.35K	0.06%	323
2022 Q1	$538K	Buy	14,710 +20	+0.1%	+$748	0.06%	330
2021 Q4	$632K	Buy	14,690 +3,990	+37%	+$154K	0.07%	308
2021 Q3	$358K	Buy	10,700 +30	+0.3%	+$1K	0.05%	387
2021 Q2	$346K	Sell	10,670 -100	-0.9%	-$3.2K	0.06%	366
2021 Q1	$356K	Buy	10,770 +180	+2%	+$5.42K	0.07%	316
2020 Q4	$274K	Buy	+10,590	New	+$247K	0.08%	258

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Baker Tilly Wealth Management's KLAC Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of KLA (KLAC) in Q3 2023, closing a stake of 6,630 shares — an estimated $322K sold.

Baker Tilly Wealth Management first reported a position in KLAC in Q4 2020 and held it in 9 quarters. The position peaked at $632K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Baker Tilly Wealth Management reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,630 KLA shares in Q3 2023, an estimated $322K.
Baker Tilly Wealth Management first reported a position in KLA in Q4 2020 and held it in 9 quarters.
Baker Tilly Wealth Management's KLA position peaked at $632K in Q4 2021.
1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.