Lake Street Private Wealth’s KLA KLAC Stock Holding History

Lake Street Private Wealth’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 Q3	–	Sell	-12,940	Closed	-$1.07M	–	289
2024 Q2	$1.07M	Buy	12,940 +730	+6%	+$53.9K	0.14%	139
2024 Q1	$853K	Buy	12,210 +940	+8%	+$60.4K	0.12%	159
2023 Q4	$655K	Buy	+11,270	New	+$587K	0.1%	177

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Street Private Wealth's KLAC Position: Q3 2024 in Review

Lake Street Private Wealth sold out of KLA (KLAC) in Q3 2024, closing a stake of 12,940 shares — an estimated $1.07M sold.

Lake Street Private Wealth first reported a position in KLAC in Q4 2023 and held it in 3 quarters. The position peaked at $1.07M in Q2 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

Lake Street Private Wealth reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
Lake Street Private Wealth sold 12,940 KLA shares in Q3 2024, an estimated $1.07M.
Lake Street Private Wealth first reported a position in KLA in Q4 2023 and held it in 3 quarters.
Lake Street Private Wealth's KLA position peaked at $1.07M in Q2 2024.
1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.