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Kolinsky Wealth Management’s KLA KLAC Stock Holding History

Kolinsky 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
Q4 		$260K Sell
4,130
-120
-3% -$8.11K 0.16% 127
2024
Q3 		$329K Buy
4,250
+170
+4% +$13.3K 0.21% 108
2024
Q2 		$336K Sell
4,080
-200
-5% -$14.8K 0.24% 95
2024
Q1 		$299K Buy
4,280
+640
+18% +$41.1K 0.23% 103
2023
Q4 		$212K Buy
+3,640
New +$189K 0.19% 129
2022
Q2 		– Sell
-6,180
Closed -$226K – 136
2022
Q1 		$226K Buy
6,180
+10
+0.2% +$374 0.22% 119
2021
Q4 		$265K Buy
+6,170
New +$238K 0.25% 110

Other funds holding KLAC

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return