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Cassady Schiller Wealth Management’s KLA KLAC Stock Holding History

Cassady Schiller 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
Q4 		$15.8K Buy
250
+190
+317% +$12.8K 0.01% 304
2024
Q3 		$4.65K Hold
60
– – ﹤0.01% 352
2024
Q2 		$4.95K Hold
60
– – ﹤0.01% 348
2024
Q1 		$4.19K Buy
+60
New +$3.85K ﹤0.01% 383
2022
Q1 		– Sell
-30
Closed -$1K – 363
2021
Q4 		$1K Buy
+30
New +$1.16K ﹤0.01% 469

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's KLAC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its KLA (KLAC) stake by 317% in Q4 2024, buying an estimated $12.8K and bringing the position to 250 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Cassady Schiller Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Cassady Schiller Wealth Management held 250 shares of KLA worth $15.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 190 KLA shares in Q4 2024, an estimated $12.8K.
  • KLA made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #304 holding.
  • Cassady Schiller Wealth Management first reported a position in KLA in Q4 2021 and has held it in 5 quarters since.
  • 1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.