Financial Synergies Wealth Advisors’s KLA KLAC Stock Holding History

Financial Synergies 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 Q2	–	Sell	-20	Closed	-$1.4K	–	268
2024 Q1	$1.4K	Hold	20	–	–	﹤0.01%	362
2023 Q4	$755	Hold	20	–	–	﹤0.01%	356
2023 Q3	$918	Hold	20	–	–	﹤0.01%	387
2023 Q2	$971	Hold	20	–	–	﹤0.01%	379
2023 Q1	$799	Hold	20	–	–	﹤0.01%	396
2022 Q4	$755	Hold	20	–	–	﹤0.01%	356
2022 Q3	$606	Hold	20	–	–	﹤0.01%	352
2022 Q2	$639	Buy	+20	New	+$672	﹤0.01%	357

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

Financial Synergies Wealth Advisors's KLAC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of KLA (KLAC) in Q2 2024, closing a stake of 20 shares — an estimated $1.4K sold.

Financial Synergies Wealth Advisors first reported a position in KLAC in Q2 2022 and held it in 8 quarters. The position peaked at $1.4K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining KLA position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 20 KLA shares in Q2 2024, an estimated $1.4K.
Financial Synergies Wealth Advisors first reported a position in KLA in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's KLA position peaked at $1.4K in Q1 2024.
1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.