Focused Wealth Management’s KLA KLAC Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-220	Closed	-$12.8K	–	595
2023 Q4	$12.8K	Hold	220	–	–	﹤0.01%	505
2023 Q3	$10.1K	Hold	220	–	–	﹤0.01%	522
2023 Q2	$10.7K	Hold	220	–	–	﹤0.01%	533
2023 Q1	$8.78K	Hold	220	–	–	﹤0.01%	562
2022 Q4	$8.29K	Hold	220	–	–	﹤0.01%	557
2022 Q3	$7K	Hold	220	–	–	﹤0.01%	559
2022 Q2	$7K	Hold	220	–	–	﹤0.01%	555
2022 Q1	$8K	Hold	220	–	–	﹤0.01%	585
2021 Q4	$9K	Hold	220	–	–	﹤0.01%	605
2021 Q3	$7K	Hold	220	–	–	﹤0.01%	659
2021 Q2	$7K	Hold	220	–	–	﹤0.01%	661
2021 Q1	$7K	Hold	220	–	–	﹤0.01%	661
2020 Q4	$6K	Hold	220	–	–	﹤0.01%	631
2020 Q3	$4K	Hold	220	–	–	﹤0.01%	633
2020 Q2	$4K	Buy	+220	New	+$3.76K	﹤0.01%	611

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Focused Wealth Management's KLAC Position: Q1 2024 in Review

Focused Wealth Management sold out of KLA (KLAC) in Q1 2024, closing a stake of 220 shares — an estimated $12.8K sold.

Focused Wealth Management first reported a position in KLAC in Q2 2020 and held it in 15 quarters. The position peaked at $12.8K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

Focused Wealth Management reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 220 KLA shares in Q1 2024, an estimated $12.8K.
Focused Wealth Management first reported a position in KLA in Q2 2020 and held it in 15 quarters.
Focused Wealth Management's KLA position peaked at $12.8K in Q4 2023.
1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.