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CIC Wealth’s KLA KLAC Stock Holding History

CIC Wealth’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
Q3 		$306K Hold
3,950
– – 0.08% 126
2024
Q2 		$326K Hold
3,950
– – 0.09% 119
2024
Q1 		$276K Hold
3,950
– – 0.08% 131
2023
Q4 		$230K Buy
+3,950
New +$206K 0.07% 144

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CIC Wealth's KLAC Position: Q3 2024 in Review

CIC Wealth held its KLA (KLAC) position steady in Q3 2024 at 3,950 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #126.

CIC Wealth first reported a position in KLAC in Q4 2023 and has held it in 4 quarters since. The position peaked at $326K in Q2 2024. 1,546 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • CIC Wealth held 3,950 shares of KLA worth $306K as of Q3 2024.
  • CIC Wealth left its KLA share count unchanged in Q3 2024.
  • KLA made up 0.08% of CIC Wealth's portfolio in Q3 2024, its #126 holding.
  • CIC Wealth first reported a position in KLA in Q4 2023 and has held it in 4 quarters since.
  • CIC Wealth's KLA position peaked at $326K in Q2 2024.
  • 1,546 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.