Capital Directions Investment Advisors’s KLA KLAC Stock Holding History

Capital Directions Investment Advisors’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
2022 Q4	$56.6K	Buy	+1,500	New	+$52.3K	0.02%	116
2022 Q3	–	Sell	-1,500	Closed	-$52K	–	120
2022 Q2	$48K	Hold	1,500	–	–	0.02%	130
2022 Q1	$55K	Buy	+1,500	New	+$56.1K	0.02%	137
2021 Q4	–	Sell	-1,500	Closed	-$50K	–	142
2021 Q3	$50K	Hold	1,500	–	–	0.02%	139
2021 Q2	$49K	Buy	+1,500	New	+$48.1K	0.01%	122

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Directions Investment Advisors's KLAC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in KLA (KLAC) in Q4 2022: 1,500 shares worth $56.6K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in KLAC as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in KLAC in Q2 2021 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

Capital Directions Investment Advisors held 1,500 shares of KLA worth $56.6K as of Q4 2022.
KLA was a new Capital Directions Investment Advisors position in Q4 2022.
KLA made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #116 holding.
Capital Directions Investment Advisors first reported a position in KLA in Q2 2021 and has held it in 5 quarters since.
1,130 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.