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Independent Solutions Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Independent Solutions Wealth Management’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,303
Closed -$297K – 235
2022
Q1 		$297K Buy
5,303
+263
+5% +$14.5K 0.07% 174
2021
Q4 		$305K Sell
5,040
-285
-5% -$16.3K 0.07% 177
2021
Q3 		$310K Buy
5,325
+51
+1% +$3.18K 0.08% 175
2021
Q2 		$323K Buy
+5,274
New +$284K 0.08% 170

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Independent Solutions Wealth Management's KLIC Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Kulicke & Soffa (KLIC) in Q2 2022, closing a stake of 5,303 shares — an estimated $297K sold.

Independent Solutions Wealth Management first reported a position in KLIC in Q2 2021 and held it in 4 quarters. The position peaked at $323K in Q2 2021. 322 funds tracked by Wall St. Rank hold KLIC as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Kulicke & Soffa position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,303 Kulicke & Soffa shares in Q2 2022, an estimated $297K.
  • Independent Solutions Wealth Management first reported a position in Kulicke & Soffa in Q2 2021 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Kulicke & Soffa position peaked at $323K in Q2 2021.
  • 322 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.