BKM Wealth Management’s KLA KLAC Stock Holding History

BKM 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 Q1	–	Sell	-90	Closed	-$5.23K	–	379
2023 Q4	$5.23K	Buy	+90	New	+$4.68K	﹤0.01%	512

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

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

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

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

BKM Wealth Management's KLAC Position: Q1 2024 in Review

BKM Wealth Management sold out of KLA (KLAC) in Q1 2024, closing a stake of 90 shares — an estimated $5.23K sold.

BKM Wealth Management first reported a position in KLAC in Q4 2023 and held it in 1 quarter. The position peaked at $5.23K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

BKM Wealth Management reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 90 KLA shares in Q1 2024, an estimated $5.23K.
BKM Wealth Management first reported a position in KLA in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's KLA position peaked at $5.23K in Q4 2023.
1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.