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Buckingham Strategic Wealth’s KLA KLAC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.46M Buy
29,800
+910
+3% +$67.2K 0.03% 211
2024
Q1 		$2.02M Sell
28,890
-900
-3% -$57.8K 0.02% 237
2023
Q4 		$1.73M Buy
29,790
+1,140
+4% +$59.3K 0.02% 255
2023
Q3 		$1.31M Buy
28,650
+340
+1% +$16.3K 0.02% 260
2023
Q2 		$1.37M Buy
28,310
+310
+1% +$13K 0.02% 256
2023
Q1 		$1.06M Hold
28,000
– – 0.02% 260
2022
Q4 		$1.06M Sell
28,000
-1,600
-5% -$55.8K 0.02% 261
2022
Q3 		$896K Buy
29,600
+80
+0.3% +$2.77K 0.02% 271
2022
Q2 		$942K Sell
29,520
-620
-2% -$20.8K 0.02% 267
2022
Q1 		$1.1M Buy
30,140
+3,300
+12% +$123K 0.02% 246
2021
Q4 		$1.15M Sell
26,840
-1,360
-5% -$52.5K 0.02% 246
2021
Q3 		$943K Sell
28,200
-1,220
-4% -$40.7K 0.02% 264
2021
Q2 		$954K Buy
29,420
+120
+0.4% +$3.85K 0.02% 256
2021
Q1 		$968K Buy
29,300
+1,620
+6% +$48.8K 0.05% 235
2020
Q4 		$717K Buy
+27,680
New +$645K 0.04% 256

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckingham Strategic Wealth's KLAC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its KLA (KLAC) stake by 3.1% in Q2 2024, buying an estimated $67.2K and bringing the position to 29,800 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #211.

Buckingham Strategic Wealth first reported a position in KLAC in Q4 2020 and has held it in 15 quarters since. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

  • Buckingham Strategic Wealth held 29,800 shares of KLA worth $2.46M as of Q2 2024.
  • Buckingham Strategic Wealth bought 910 KLA shares in Q2 2024, an estimated $67.2K.
  • KLA made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #211 holding.
  • Buckingham Strategic Wealth first reported a position in KLA in Q4 2020 and has held it in 15 quarters since.
  • 1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.