JWM
KLAC icon

Janiczek Wealth Management’s KLA KLAC Stock Holding History

Janiczek 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
2024
Q2 		$68.4K Buy
830
+90
+12% +$6.65K 0.01% 353
2024
Q1 		$51.7K Hold
740
– – 0.01% 410
2023
Q4 		$43K Hold
740
– – 0.01% 411
2023
Q3 		$33.9K Buy
+740
New +$35.5K 0.01% 428
2022
Q4 		– Sell
-10
Closed – – 1059
2022
Q3 		$0 Sell
10
-10
-50% -$346 ﹤0.01% 992
2022
Q2 		$1K Hold
20
– – ﹤0.01% 881
2022
Q1 		$0 Sell
20
-490
-96% -$18.3K ﹤0.01% 1013
2021
Q4 		$22K Sell
510
-200
-28% -$7.72K 0.01% 462
2021
Q3 		$24K Buy
+710
New +$23.7K 0.01% 423
2020
Q3 		– Sell
-280
Closed -$5K – 685
2020
Q2 		$5K Buy
+280
New +$4.79K ﹤0.01% 185

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

Janiczek Wealth Management's KLAC Position: Q2 2024 in Review

Janiczek Wealth Management increased its KLA (KLAC) stake by 12% in Q2 2024, buying an estimated $6.65K and bringing the position to 830 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #353.

Janiczek Wealth Management first reported a position in KLAC in Q2 2020 and has held it in 10 quarters since. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

  • Janiczek Wealth Management held 830 shares of KLA worth $68.4K as of Q2 2024.
  • Janiczek Wealth Management bought 90 KLA shares in Q2 2024, an estimated $6.65K.
  • KLA made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #353 holding.
  • Janiczek Wealth Management first reported a position in KLA in Q2 2020 and has held it in 10 quarters since.
  • 1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.