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Lake Point Wealth Management’s KLA KLAC Stock Holding History

Lake Point 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
2022
Q2 		$5K Hold
150
– – ﹤0.01% 229
2022
Q1 		$5K Hold
150
– – ﹤0.01% 242
2021
Q4 		$6K Hold
150
– – ﹤0.01% 241
2021
Q3 		$5K Hold
150
– – ﹤0.01% 239
2021
Q2 		$5K Buy
+150
New +$4.81K ﹤0.01% 244
2020
Q1 		$2K Hold
150
– – ﹤0.01% 267
2019
Q4 		$3K Buy
+150
New +$2.52K ﹤0.01% 434

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Point Wealth Management's KLAC Position: Q2 2022 in Review

Lake Point Wealth Management held its KLA (KLAC) position steady in Q2 2022 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Lake Point Wealth Management first reported a position in KLAC in Q4 2019 and has held it in 7 quarters since. The position peaked at $6K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold KLAC as of Q2 2022.

  • Lake Point Wealth Management held 150 shares of KLA worth $5K as of Q2 2022.
  • Lake Point Wealth Management left its KLA share count unchanged in Q2 2022.
  • KLA made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #229 holding.
  • Lake Point Wealth Management first reported a position in KLA in Q4 2019 and has held it in 7 quarters since.
  • Lake Point Wealth Management's KLA position peaked at $6K in Q4 2021.
  • 1,070 funds tracked by Wall St. Rank held KLA as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.