CFFP
KLAC icon

Center for Financial Planning’s KLA KLAC Stock Holding History

Center for Financial Planning’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 		– Sell
-510
Closed -$15K – 604
2022
Q3 		$15K Buy
+510
New +$17.7K ﹤0.01% 311

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's KLAC Position: Q4 2022 in Review

Center for Financial Planning sold out of KLA (KLAC) in Q4 2022, closing a stake of 510 shares — an estimated $15K sold.

Center for Financial Planning first reported a position in KLAC in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

  • Center for Financial Planning reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 510 KLA shares in Q4 2022, an estimated $15K.
  • Center for Financial Planning first reported a position in KLA in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's KLA position peaked at $15K in Q3 2022.
  • 1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.