LGT Financial Advisors’s KLA KLAC Stock Holding History

LGT Financial Advisors’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
2023 Q4	–	Sell	-50	Closed	-$2.29K	–	921
2023 Q3	$2.29K	Buy	+50	New	+$2.4K	﹤0.01%	811

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

LGT Financial Advisors's KLAC Position: Q4 2023 in Review

LGT Financial Advisors sold out of KLA (KLAC) in Q4 2023, closing a stake of 50 shares — an estimated $2.29K sold.

LGT Financial Advisors first reported a position in KLAC in Q3 2023 and held it in 1 quarter. The position peaked at $2.29K in Q3 2023. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

LGT Financial Advisors reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 50 KLA shares in Q4 2023, an estimated $2.29K.
LGT Financial Advisors first reported a position in KLA in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's KLA position peaked at $2.29K in Q3 2023.
1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.