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Liberty Wealth Management’s KLA KLAC Stock Holding History

Liberty 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
Q3 		– Sell
-235,170
Closed -$91K – 238
2024
Q2 		$91K Buy
+235,170
New +$17.4M 0.02% 206
2021
Q4 		– Sell
-820
Closed -$27K – 676
2021
Q3 		$27K Hold
820
– – 0.01% 579
2021
Q2 		$17K Sell
820
-20
-2% -$641 0.01% 544
2021
Q1 		$24K Hold
840
– – 0.01% 425
2020
Q4 		$24K Buy
840
+20
+2% +$466 0.01% 422
2020
Q3 		$16K Sell
820
-80
-9% -$1.58K 0.01% 438
2020
Q2 		$18K Buy
900
+40
+5% +$684 0.01% 395
2020
Q1 		$12K Buy
860
+10
+1% +$161 0.01% 436
2019
Q4 		$15K Hold
850
– – 0.01% 460
2019
Q3 		$14K Buy
850
+310
+57% +$4.33K 0.01% 456
2019
Q2 		$6K Buy
540
+40
+8% +$463 0.01% 627
2019
Q1 		$5K Hold
500
– – ﹤0.01% 541
2018
Q4 		$4K Buy
+500
New +$4.66K ﹤0.01% 594

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Wealth Management's KLAC Position: Q3 2024 in Review

Liberty Wealth Management sold out of KLA (KLAC) in Q3 2024, closing a stake of 235,170 shares — an estimated $91K sold.

Liberty Wealth Management first reported a position in KLAC in Q4 2018 and held it in 13 quarters. The position peaked at $91K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • Liberty Wealth Management reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 235,170 KLA shares in Q3 2024, an estimated $91K.
  • Liberty Wealth Management first reported a position in KLA in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's KLA position peaked at $91K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.