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IAG Wealth Partners’s KLA KLAC Stock Holding History

IAG Wealth Partners’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
2025
Q1 		– Sell
-40
Closed -$2.52K – 516
2024
Q4 		$2.52K Hold
40
– – ﹤0.01% 455
2024
Q3 		$3.1K Hold
40
– – ﹤0.01% 430
2024
Q2 		$3.3K Buy
+40
New +$2.96K ﹤0.01% 427
2022
Q4 		– Sell
-30
Closed -$1K – 472
2022
Q3 		$1K Buy
+30
New +$1.04K ﹤0.01% 413
2021
Q1 		– Sell
-70
Closed -$2K – 377
2020
Q4 		$2K Buy
+70
New +$1.63K ﹤0.01% 327

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IAG Wealth Partners's KLAC Position: Q1 2025 in Review

IAG Wealth Partners sold out of KLA (KLAC) in Q1 2025, closing a stake of 40 shares — an estimated $2.52K sold.

IAG Wealth Partners first reported a position in KLAC in Q4 2020 and held it in 5 quarters. The position peaked at $3.3K in Q2 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • IAG Wealth Partners reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 40 KLA shares in Q1 2025, an estimated $2.52K.
  • IAG Wealth Partners first reported a position in KLA in Q4 2020 and held it in 5 quarters.
  • IAG Wealth Partners's KLA position peaked at $3.3K in Q2 2024.
  • 1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.