LIWM
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Long Island Wealth Management’s KLA KLAC Stock Holding History

Long Island 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
Q1 		– Sell
-80
Closed -$5K – 244
2023
Q4 		$5K Buy
+80
New +$4.16K ﹤0.01% 272

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Long Island Wealth Management's KLAC Position: Q1 2024 in Review

Long Island Wealth Management sold out of KLA (KLAC) in Q1 2024, closing a stake of 80 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in KLAC in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Long Island Wealth Management reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 80 KLA shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in KLA in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's KLA position peaked at $5K in Q4 2023.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.