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Lake Point Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Lake Point 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 		$2K Buy
45
+10
+29% +$495 ﹤0.01% 324
2022
Q1 		$2K Hold
35
– – ﹤0.01% 330
2021
Q4 		$2K Buy
+35
New +$2K ﹤0.01% 336

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

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

Lake Point Wealth Management increased its Kulicke & Soffa (KLIC) stake by 29% in Q2 2022, buying an estimated $495 and bringing the position to 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Lake Point Wealth Management first reported a position in KLIC in Q4 2021 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold KLIC as of Q2 2022.

  • Lake Point Wealth Management held 45 shares of Kulicke & Soffa worth $2K as of Q2 2022.
  • Lake Point Wealth Management bought 10 Kulicke & Soffa shares in Q2 2022, an estimated $495.
  • Kulicke & Soffa made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #324 holding.
  • Lake Point Wealth Management first reported a position in Kulicke & Soffa in Q4 2021 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2022.

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