Halpern Financial’s KLA KLAC Stock Holding History

Halpern Financial’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 Q3	–	Sell	-40	Closed	-$3.3K	–	240
2024 Q2	$3.3K	Buy	+40	New	+$2.96K	﹤0.01%	190
2023 Q3	–	Sell	-130	Closed	-$6.3K	–	236
2023 Q2	$6.3K	Buy	+130	New	+$5.43K	﹤0.01%	202

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

Norges Bank Oslo, Norway $935B AUM

Halpern Financial's KLAC Position: Q3 2024 in Review

Halpern Financial sold out of KLA (KLAC) in Q3 2024, closing a stake of 40 shares — an estimated $3.3K sold.

Halpern Financial first reported a position in KLAC in Q2 2023 and held it in 2 quarters. The position peaked at $6.3K in Q2 2023. 1,545 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

Halpern Financial reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
Halpern Financial sold 40 KLA shares in Q3 2024, an estimated $3.3K.
Halpern Financial first reported a position in KLA in Q2 2023 and held it in 2 quarters.
Halpern Financial's KLA position peaked at $6.3K in Q2 2023.
1,545 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.