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Impact Partnership Wealth’s KLA KLAC Stock Holding History

Impact Partnership Wealth’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 		– Sell
-4,940
Closed -$345K – 466
2024
Q1 		$345K Buy
4,940
+4,520
+1,076% +$290K 0.14% 110
2023
Q4 		$24.4K Buy
420
+200
+91% +$10.4K 0.01% 395
2023
Q3 		$10.1K Buy
+220
New +$10.6K ﹤0.01% 594

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
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

Impact Partnership Wealth's KLAC Position: Q2 2024 in Review

Impact Partnership Wealth sold out of KLA (KLAC) in Q2 2024, closing a stake of 4,940 shares — an estimated $345K sold.

Impact Partnership Wealth first reported a position in KLAC in Q3 2023 and held it in 3 quarters. The position peaked at $345K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

  • Impact Partnership Wealth reported no remaining KLA position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,940 KLA shares in Q2 2024, an estimated $345K.
  • Impact Partnership Wealth first reported a position in KLA in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's KLA position peaked at $345K in Q1 2024.
  • 1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.