Curi Wealth Management’s KLA KLAC Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-1,440	Closed	-$46K	–	465
2022 Q2	$46K	Buy	+1,440	New	+$48.4K	0.01%	233

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Curi Wealth Management's KLAC Position: Q3 2022 in Review

Curi Wealth Management sold out of KLA (KLAC) in Q3 2022, closing a stake of 1,440 shares — an estimated $46K sold.

Curi Wealth Management first reported a position in KLAC in Q2 2022 and held it in 1 quarter. The position peaked at $46K in Q2 2022. 1,057 funds tracked by Wall St. Rank hold KLAC as of Q3 2022.

Curi Wealth Management reported no remaining KLA position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,440 KLA shares in Q3 2022, an estimated $46K.
Curi Wealth Management first reported a position in KLA in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's KLA position peaked at $46K in Q2 2022.
1,057 funds tracked by Wall St. Rank held KLA as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.