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Center for Financial Planning’s Kulicke & Soffa KLIC Stock Holding History

Center for Financial Planning’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-42
Closed -$2K – 605
2022
Q3 		$2K Buy
+42
New +$1.86K ﹤0.01% 534

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Vanguard Group
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AllianceBernstein
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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DRZID
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Center for Financial Planning sold out of Kulicke & Soffa (KLIC) in Q4 2022, closing a stake of 42 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in KLIC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 312 funds tracked by Wall St. Rank hold KLIC as of Q4 2022.

  • Center for Financial Planning reported no remaining Kulicke & Soffa position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 42 Kulicke & Soffa shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Kulicke & Soffa in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Kulicke & Soffa position peaked at $2K in Q3 2022.
  • 312 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q4 2022.

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