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Financial Network Wealth Advisors’s KLA KLAC Stock Holding History

Financial Network Wealth Advisors’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
Q4 		– Sell
-10
Closed -$774 – 678
2024
Q3 		$774 Hold
10
– – ﹤0.01% 779
2024
Q2 		$825 Buy
+10
New +$739 ﹤0.01% 849

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Network Wealth Advisors's KLAC Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of KLA (KLAC) in Q4 2024, closing a stake of 10 shares — an estimated $774 sold.

Financial Network Wealth Advisors first reported a position in KLAC in Q2 2024 and held it in 2 quarters. The position peaked at $825 in Q2 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 10 KLA shares in Q4 2024, an estimated $774.
  • Financial Network Wealth Advisors first reported a position in KLA in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's KLA position peaked at $825 in Q2 2024.
  • 1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.