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Clark Financial Services Group’s KLA KLAC Stock Holding History

Clark Financial Services Group’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 		– Sell
-3,920
Closed -$323K – 81
2024
Q2 		$323K Buy
3,920
+300
+8% +$22.2K 0.34% 39
2024
Q1 		$253K Sell
3,620
-210
-5% -$13.5K 0.3% 47
2023
Q4 		$223K Buy
+3,830
New +$199K 0.29% 53

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clark Financial Services Group's KLAC Position: Q3 2024 in Review

Clark Financial Services Group sold out of KLA (KLAC) in Q3 2024, closing a stake of 3,920 shares — an estimated $323K sold.

Clark Financial Services Group first reported a position in KLAC in Q4 2023 and held it in 3 quarters. The position peaked at $323K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • Clark Financial Services Group reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
  • Clark Financial Services Group sold 3,920 KLA shares in Q3 2024, an estimated $323K.
  • Clark Financial Services Group first reported a position in KLA in Q4 2023 and held it in 3 quarters.
  • Clark Financial Services Group's KLA position peaked at $323K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Clark Financial Services Group's 13F filing for Q3 2024, filed 14 Nov 2024.