BDO Wealth Advisors’s KLA KLAC Stock Holding History

BDO Wealth Advisors’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 Q2	$6.24M	Sell	128,640 -300	-0.2%	-$12.5K	0.72%	28
2023 Q1	$5.15M	Sell	128,940 -7,660	-6%	-$302K	0.63%	27
2022 Q4	$5.15M	Buy	136,600 +1,070	+0.8%	+$37.3K	0.64%	28
2022 Q3	$4.1M	Buy	135,530 +6,310	+5%	+$219K	0.55%	33
2022 Q2	$4.12M	Sell	129,220 -320	-0.2%	-$10.8K	0.51%	35
2022 Q1	$4.74M	Buy	129,540 +2,820	+2%	+$105K	0.51%	37
2021 Q4	$5.45M	Buy	126,720 +510	+0.4%	+$19.7K	0.58%	35
2021 Q3	$4.22M	Buy	126,210 +760	+0.6%	+$25.4K	0.46%	44
2021 Q2	$4.07M	Buy	125,450 +2,630	+2%	+$84.3K	0.45%	42
2021 Q1	$4.06M	Buy	122,820 +1,270	+1%	+$38.3K	0.48%	38
2020 Q4	$3.15M	Buy	121,550 +90	+0.1%	+$2.1K	0.44%	38
2020 Q3	$2.35M	Buy	+121,460	New	+$2.4M	0.38%	51

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

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

BDO Wealth Advisors's KLAC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its KLA (KLAC) stake by 0.23% in Q2 2023, selling an estimated $12.5K and leaving 128,640 shares worth $6.24M. The position accounts for 0.72% of the portfolio, ranked #28.

BDO Wealth Advisors first reported a position in KLAC in Q3 2020 and has held it in 12 quarters since. 1,224 funds tracked by Wall St. Rank hold KLAC as of Q2 2023.

BDO Wealth Advisors held 128,640 shares of KLA worth $6.24M as of Q2 2023.
BDO Wealth Advisors sold 300 KLA shares in Q2 2023, an estimated $12.5K.
KLA made up 0.72% of BDO Wealth Advisors's portfolio in Q2 2023, its #28 holding.
BDO Wealth Advisors first reported a position in KLA in Q3 2020 and has held it in 12 quarters since.
1,224 funds tracked by Wall St. Rank held KLA as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.