Blue Bell Private Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KLIC Stock Details KLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$24.3K	–	724
2023 Q3	$24.3K	Hold	500	–	–	0.01%	336
2023 Q2	$29.7K	Hold	500	–	–	0.01%	315
2023 Q1	$26.3K	Hold	500	–	–	0.01%	289
2022 Q4	$22.1K	Hold	500	–	–	0.01%	301
2022 Q3	$19K	Hold	500	–	–	0.01%	302
2022 Q2	$21K	Hold	500	–	–	0.01%	303
2022 Q1	$28K	Hold	500	–	–	0.01%	285
2021 Q4	$30K	Buy	+500	New	+$28.6K	0.01%	256

Other funds holding KLIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Blue Bell Private Wealth Management's KLIC Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Kulicke & Soffa (KLIC) in Q4 2023, closing a stake of 500 shares — an estimated $24.3K sold.

Blue Bell Private Wealth Management first reported a position in KLIC in Q4 2021 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 298 funds tracked by Wall St. Rank hold KLIC as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Kulicke & Soffa position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 500 Kulicke & Soffa shares in Q4 2023, an estimated $24.3K.
Blue Bell Private Wealth Management first reported a position in Kulicke & Soffa in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Kulicke & Soffa position peaked at $30K in Q4 2021.
298 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.