Baystate Wealth Management’s KLA KLAC Stock Holding History

Baystate 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 Q4	$32.5K	Hold	550	–	–	﹤0.01%	461
2023 Q3	$25.6K	Sell	550 -80	-13%	-$3.84K	﹤0.01%	440
2023 Q2	$30.9K	Hold	630	–	–	﹤0.01%	400
2023 Q1	$25.3K	Buy	630 +80	+15%	+$3.15K	﹤0.01%	428
2022 Q4	$21K	Hold	550	–	–	﹤0.01%	454
2022 Q3	$17K	Buy	550 +10	+2%	+$346	﹤0.01%	453
2022 Q2	$18K	Hold	540	–	–	﹤0.01%	464
2022 Q1	$20K	Hold	540	–	–	﹤0.01%	457
2021 Q4	$23K	Hold	540	–	–	﹤0.01%	446
2021 Q3	$18K	Hold	540	–	–	﹤0.01%	443
2021 Q2	$18K	Hold	540	–	–	﹤0.01%	432
2021 Q1	$18K	Buy	540 +10	+2%	+$301	﹤0.01%	393
2020 Q4	$14K	Sell	530 -10	-2%	-$233	﹤0.01%	396
2020 Q3	$10K	Buy	540 +10	+2%	+$198	﹤0.01%	396
2020 Q2	$10K	Hold	530	–	–	﹤0.01%	393
2020 Q1	$8K	Buy	530 +460	+657%	+$7.41K	﹤0.01%	390
2019 Q4	$1K	Buy	+70	New	+$1.17K	﹤0.01%	575

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baystate Wealth Management's KLAC Position: Q4 2023 in Review

Baystate Wealth Management held its KLA (KLAC) position steady in Q4 2023 at 550 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Baystate Wealth Management first reported a position in KLAC in Q4 2019 and has held it in 17 quarters since. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

Baystate Wealth Management held 550 shares of KLA worth $32.5K as of Q4 2023.
Baystate Wealth Management left its KLA share count unchanged in Q4 2023.
KLA made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #461 holding.
Baystate Wealth Management first reported a position in KLA in Q4 2019 and has held it in 17 quarters since.
1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.