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DFPG Investments’s KLA KLAC Stock Holding History

DFPG Investments’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
2023
Q4 		$557K Buy
10,080
+4,350
+76% +$226K 0.04% 373
2023
Q3 		$290K Buy
5,730
+130
+2% +$6.24K 0.03% 478
2023
Q2 		$264K Buy
+5,600
New +$234K 0.02% 501

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DFPG Investments's KLAC Position: Q4 2023 in Review

DFPG Investments increased its KLA (KLAC) stake by 76% in Q4 2023, buying an estimated $226K and bringing the position to 10,080 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #373.

DFPG Investments first reported a position in KLAC in Q2 2023 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • DFPG Investments held 10,080 shares of KLA worth $557K as of Q4 2023.
  • DFPG Investments bought 4,350 KLA shares in Q4 2023, an estimated $226K.
  • KLA made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #373 holding.
  • DFPG Investments first reported a position in KLA in Q2 2023 and has held it in 3 quarters since.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.