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Heritage Wealth Management (Arizona)’s KLA KLAC Stock Holding History

Heritage Wealth Management (Arizona)’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 		$2.42M Sell
29,340
-4,880
-14% -$361K 1.34% 12
2024
Q1 		$2.39M Sell
34,220
-8,740
-20% -$561K 1.22% 15
2023
Q4 		$2.5M Buy
+42,960
New +$2.24M 1.35% 12
2022
Q4 		$5.69M Buy
151,040
+81,600
+118% +$2.84M 0.81% 20
2022
Q3 		$2.1M Buy
69,440
+3,810
+6% +$132K 0.68% 27
2022
Q2 		$2.09M Sell
65,630
-190
-0.3% -$6.39K 0.7% 28
2022
Q1 		$2.41M Buy
+65,820
New +$2.46M 0.65% 28
2021
Q3 		$1.62M Buy
48,410
+7,350
+18% +$245K 0.58% 33
2021
Q2 		$1.33M Buy
41,060
+2,570
+7% +$82.4K 0.5% 40
2021
Q1 		$1.27M Buy
+38,490
New +$1.16M 0.72% 31

Other funds holding KLAC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return