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Brophy Wealth Management’s KLA KLAC Stock Holding History

Brophy 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
Q3 		$843K Buy
+10,890
New +$854K 0.3% 84

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brophy Wealth Management's KLAC Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in KLA (KLAC) in Q3 2024: 10,890 shares worth $843K. The stake represents 0.3% of the portfolio and ranks #84 among its holdings.

1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • Brophy Wealth Management held 10,890 shares of KLA worth $843K as of Q3 2024.
  • KLA was a new Brophy Wealth Management position in Q3 2024.
  • KLA made up 0.3% of Brophy Wealth Management's portfolio in Q3 2024, its #84 holding.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.