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Connectus Wealth’s KLA KLAC Stock Holding History

Connectus 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
Q1 		– Sell
-15,730
Closed -$915K – 444
2023
Q4 		$915K Buy
15,730
+1,100
+8% +$57.3K 0.02% 347
2023
Q3 		$672K Buy
14,630
+280
+2% +$13.4K 0.02% 364
2023
Q2 		$696K Buy
14,350
+50
+0.3% +$2.09K 0.02% 318
2023
Q1 		$571K Hold
14,300
– – 0.01% 330
2022
Q4 		$539K Buy
14,300
+60
+0.4% +$2.09K 0.01% 333
2022
Q3 		$431K Sell
14,240
-10
-0.1% -$346 0.01% 419
2022
Q2 		$455K Buy
+14,250
New +$479K 0.01% 345

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connectus Wealth's KLAC Position: Q1 2024 in Review

Connectus Wealth sold out of KLA (KLAC) in Q1 2024, closing a stake of 15,730 shares — an estimated $915K sold.

Connectus Wealth first reported a position in KLAC in Q2 2022 and held it in 7 quarters. The position peaked at $915K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Connectus Wealth reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 15,730 KLA shares in Q1 2024, an estimated $915K.
  • Connectus Wealth first reported a position in KLA in Q2 2022 and held it in 7 quarters.
  • Connectus Wealth's KLA position peaked at $915K in Q4 2023.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.