Delap Wealth Advisory’s KLA KLAC Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-4,620	Closed	-$323K	–	212
2024 Q1	$323K	Buy	+4,620	New	+$297K	0.13%	139

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delap Wealth Advisory's KLAC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of KLA (KLAC) in Q2 2024, closing a stake of 4,620 shares — an estimated $323K sold.

Delap Wealth Advisory first reported a position in KLAC in Q1 2024 and held it in 1 quarter. The position peaked at $323K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

Delap Wealth Advisory reported no remaining KLA position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,620 KLA shares in Q2 2024, an estimated $323K.
Delap Wealth Advisory first reported a position in KLA in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's KLA position peaked at $323K in Q1 2024.
1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.