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Harvest Group Wealth Management’s KLA KLAC Stock Holding History

Harvest Group 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
2023
Q1 		$1.2K Sell
30
-10
-25% -$394 ﹤0.01% 146
2022
Q4 		$1.51K Hold
40
– – ﹤0.01% 129
2022
Q3 		$1K Buy
40
+20
+100% +$693 ﹤0.01% 147
2022
Q2 		$1K Sell
20
-20
-50% -$672 ﹤0.01% 158
2022
Q1 		$1K Buy
40
+10
+33% +$374 ﹤0.01% 120
2021
Q4 		$1K Buy
+30
New +$1.16K ﹤0.01% 97

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's KLAC Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its KLA (KLAC) stake by 25% in Q1 2023, selling an estimated $394 and leaving 30 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Harvest Group Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.51K in Q4 2022. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

  • Harvest Group Wealth Management held 30 shares of KLA worth $1.2K as of Q1 2023.
  • Harvest Group Wealth Management sold 10 KLA shares in Q1 2023, an estimated $394.
  • KLA made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #146 holding.
  • Harvest Group Wealth Management first reported a position in KLA in Q4 2021 and has held it in 6 quarters since.
  • Harvest Group Wealth Management's KLA position peaked at $1.51K in Q4 2022.
  • 1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.