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Financial Strategies Group’s KLA KLAC Stock Holding History

Financial Strategies Group’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 		– Sell
-53,400
Closed -$2.6M – 80
2023
Q3 		$2.6M Buy
53,400
+3,540
+7% +$170K 0.82% 28
2023
Q2 		$2.42M Buy
49,860
+13,860
+39% +$579K 0.77% 30
2023
Q1 		$1.44M Buy
36,000
+3,490
+11% +$138K 0.55% 35
2022
Q4 		$1.23M Buy
32,510
+2,410
+8% +$84K 0.51% 38
2022
Q3 		$911K Buy
+30,100
New +$1.04M 0.41% 44

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

Financial Strategies Group's KLAC Position: Q4 2023 in Review

Financial Strategies Group sold out of KLA (KLAC) in Q4 2023, closing a stake of 53,400 shares — an estimated $2.6M sold.

Financial Strategies Group first reported a position in KLAC in Q3 2022 and held it in 5 quarters. The position peaked at $2.6M in Q3 2023. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Financial Strategies Group reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
  • Financial Strategies Group sold 53,400 KLA shares in Q4 2023, an estimated $2.6M.
  • Financial Strategies Group first reported a position in KLA in Q3 2022 and held it in 5 quarters.
  • Financial Strategies Group's KLA position peaked at $2.6M in Q3 2023.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Financial Strategies Group's 13F filing for Q4 2023, filed 30 Jan 2024.