Polaris Wealth Advisory Group’s KLA KLAC Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$5.6M	Buy	122,190 +12,000	+11%	+$576K	0.43%	74
2023 Q2	$5.34M	Sell	110,190 -3,850	-3%	-$161K	0.41%	76
2023 Q1	$4.55M	Buy	114,040 +93,720	+461%	+$3.69M	0.34%	80
2022 Q4	$852K	Sell	20,320 -3,030	-13%	-$106K	0.06%	117
2022 Q3	$699K	Buy	23,350 +220	+1%	+$7.62K	0.06%	107
2022 Q2	$738K	Sell	23,130 -128,030	-85%	-$4.3M	0.06%	94
2022 Q1	$5.34M	Sell	151,160 -680,020	-82%	-$25.4M	0.36%	70
2021 Q4	$35.8M	Sell	831,180 -23,190	-3%	-$895K	2.05%	16
2021 Q3	$28.2M	Sell	854,370 -241,170	-22%	-$8.05M	1.69%	18
2021 Q2	$34.2M	Buy	1,095,540 +397,760	+57%	+$12.7M	2.03%	17
2021 Q1	$24.6M	Buy	+697,780	New	+$21M	1.58%	24
2020 Q4	–	Sell	-198,420	Closed	-$3.97M	–	198
2020 Q3	$3.97M	Buy	+198,420	New	+$3.92M	0.37%	72
2019 Q2	–	Sell	-93,800	Closed	-$1.15M	–	159
2019 Q1	$1.15M	Buy	93,800 +21,490	+30%	+$231K	0.09%	98
2018 Q4	$647K	Buy	+72,310	New	+$673K	0.06%	97

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polaris Wealth Advisory Group's KLAC Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its KLA (KLAC) stake by 11% in Q3 2023, buying an estimated $576K and bringing the position to 122,190 shares worth $5.6M. The position accounts for 0.43% of the portfolio, ranked #74.

Polaris Wealth Advisory Group first reported a position in KLAC in Q4 2018 and has held it in 14 quarters since. The position peaked at $35.8M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Polaris Wealth Advisory Group held 122,190 shares of KLA worth $5.6M as of Q3 2023.
Polaris Wealth Advisory Group bought 12,000 KLA shares in Q3 2023, an estimated $576K.
KLA made up 0.43% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #74 holding.
Polaris Wealth Advisory Group first reported a position in KLA in Q4 2018 and has held it in 14 quarters since.
Polaris Wealth Advisory Group's KLA position peaked at $35.8M in Q4 2021.
1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.