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PFG Private Wealth Management’s KLA KLAC Stock Holding History

PFG Private 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
2023
Q4 		– Sell
-790
Closed -$36.2K – 268
2023
Q3 		$36.2K Sell
790
-1,570
-67% -$75.3K 0.03% 110
2023
Q2 		$114K Buy
2,360
+10
+0.4% +$418 0.07% 88
2023
Q1 		$93.8K Sell
2,350
-20
-0.8% -$788 0.06% 106
2022
Q4 		$89K Sell
2,370
-160
-6% -$5.58K 0.06% 97
2022
Q3 		$77K Sell
2,530
-590
-19% -$20.4K 0.05% 108
2022
Q2 		$100K Hold
3,120
– – 0.06% 99
2022
Q1 		$114K Buy
3,120
+490
+19% +$18.3K 0.06% 96
2021
Q4 		$113K Buy
+2,630
New +$101K 0.06% 77

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PFG Private Wealth Management's KLAC Position: Q4 2023 in Review

PFG Private Wealth Management sold out of KLA (KLAC) in Q4 2023, closing a stake of 790 shares — an estimated $36.2K sold.

PFG Private Wealth Management first reported a position in KLAC in Q4 2021 and held it in 8 quarters. The position peaked at $114K in Q2 2023. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • PFG Private Wealth Management reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 790 KLA shares in Q4 2023, an estimated $36.2K.
  • PFG Private Wealth Management first reported a position in KLA in Q4 2021 and held it in 8 quarters.
  • PFG Private Wealth Management's KLA position peaked at $114K in Q2 2023.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.