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C2C Wealth Management’s KLA KLAC Stock Holding History

C2C 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
2023
Q4 		– Sell
-9,054,710
Closed -$413M – 167
2023
Q3 		$413M Sell
9,054,710
-58,090
-0.6% -$2.79M 58.7% 1
2023
Q2 		$449M Sell
9,112,800
-9,270
-0.1% -$387K 59.34% 1
2023
Q1 		$338M Buy
9,122,070
+125,260
+1% +$4.94M 54.46% 1
2022
Q4 		$365M Sell
8,996,810
-115,140
-1% -$4.01M 63.22% 1
2022
Q3 		$298M Sell
9,111,950
-21,690
-0.2% -$751K 58.31% 1
2022
Q2 		$316M Sell
9,133,640
-76,250
-0.8% -$2.56M 57.85% 1
2022
Q1 		$321M Sell
9,209,890
-124,670
-1% -$4.66M 54.61% 1
2021
Q4 		$401M Buy
+9,334,560
New +$360M 57.66% 1

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

C2C Wealth Management's KLAC Position: Q4 2023 in Review

C2C Wealth Management sold out of KLA (KLAC) in Q4 2023, closing a stake of 9,054,710 shares — an estimated $413M sold.

C2C Wealth Management first reported a position in KLAC in Q4 2021 and held it in 8 quarters. The position peaked at $449M in Q2 2023. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • C2C Wealth Management reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 9,054,710 KLA shares in Q4 2023, an estimated $413M.
  • C2C Wealth Management first reported a position in KLA in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's KLA position peaked at $449M in Q2 2023.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.