POIA
KLAC icon

Pin Oak Investment Advisors’s KLA KLAC Stock Holding History

Pin Oak Investment 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
2024
Q1 		– Sell
-680
Closed -$40K – 468
2023
Q4 		$40K Hold
680
– – 0.04% 183
2023
Q3 		$31K Sell
680
-1,730
-72% -$83K 0.03% 205
2023
Q2 		$117K Buy
+2,410
New +$101K 0.13% 117

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

Pin Oak Investment Advisors's KLAC Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of KLA (KLAC) in Q1 2024, closing a stake of 680 shares — an estimated $40K sold.

Pin Oak Investment Advisors first reported a position in KLAC in Q2 2023 and held it in 3 quarters. The position peaked at $117K in Q2 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Pin Oak Investment Advisors reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 680 KLA shares in Q1 2024, an estimated $40K.
  • Pin Oak Investment Advisors first reported a position in KLA in Q2 2023 and held it in 3 quarters.
  • Pin Oak Investment Advisors's KLA position peaked at $117K in Q2 2023.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.