BerganKDV Wealth Management’s KLA KLAC Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-1,580	Closed	-$48K	–	1076
2022 Q3	$48K	Hold	1,580	–	–	0.01%	371
2022 Q2	$50K	Buy	1,580 +10	+0.6%	+$336	0.01%	381
2022 Q1	$57K	Hold	1,570	–	–	0.01%	386
2021 Q4	$68K	Hold	1,570	–	–	0.01%	382
2021 Q3	$53K	Hold	1,570	–	–	0.01%	391
2021 Q2	$51K	Hold	1,570	–	–	0.01%	380
2021 Q1	$52K	Hold	1,570	–	–	0.01%	365
2020 Q4	$41K	Buy	+1,570	New	+$36.6K	0.01%	378
2020 Q3	–	Sell	-320	Closed	-$6K	–	963
2020 Q2	$6K	Buy	+320	New	+$5.47K	﹤0.01%	608
2019 Q4	–	Sell	-2,530	Closed	-$40K	–	960
2019 Q3	$40K	Hold	2,530	–	–	0.01%	352
2019 Q2	$30K	Hold	2,530	–	–	0.01%	378
2019 Q1	$30K	Sell	2,530 -1,000	-28%	-$10.8K	0.01%	389
2018 Q4	$32K	Hold	3,530	–	–	0.01%	346
2018 Q3	$36K	Sell	3,530 -4,470	-56%	-$48.9K	0.01%	354
2018 Q2	$82K	Buy	+8,000	New	+$87K	0.02%	266
2017 Q4	–	Sell	-22,580	Closed	-$239K	–	205
2017 Q3	$239K	Sell	22,580 -20,980	-48%	-$200K	0.06%	172
2017 Q2	$399K	Sell	43,560 -19,160	-31%	-$191K	0.11%	129
2017 Q1	$596K	Sell	62,720 -4,030	-6%	-$35.5K	0.18%	111
2016 Q4	$525K	Buy	+66,750	New	+$510K	0.17%	111
2016 Q2	–	Sell	-97,110	Closed	-$707K	–	139
2016 Q1	$707K	Buy	+97,110	New	+$653K	0.42%	66

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's KLAC Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of KLA (KLAC) in Q4 2022, closing a stake of 1,580 shares — an estimated $48K sold.

BerganKDV Wealth Management first reported a position in KLAC in Q1 2016 and held it in 20 quarters. The position peaked at $707K in Q1 2016. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

BerganKDV Wealth Management reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1,580 KLA shares in Q4 2022, an estimated $48K.
BerganKDV Wealth Management first reported a position in KLA in Q1 2016 and held it in 20 quarters.
BerganKDV Wealth Management's KLA position peaked at $707K in Q1 2016.
1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.