PWS
KLAC icon

Precision Wealth Strategies’s KLA KLAC Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-11,120
Closed -$419K – 94
2022
Q4 		$419K Sell
11,120
-50
-0.4% -$1.74K 0.44% 48
2022
Q3 		$330K Sell
11,170
-720
-6% -$24.9K 0.29% 77
2022
Q2 		$372K Buy
11,890
+330
+3% +$11.1K 0.29% 77
2022
Q1 		$423K Sell
11,560
-3,700
-24% -$138K 0.25% 85
2021
Q4 		$656K Buy
15,260
+2,600
+21% +$100K 0.47% 58
2021
Q3 		$423K Buy
12,660
+5,450
+76% +$182K 0.33% 73
2021
Q2 		$234K Buy
+7,210
New +$231K 0.2% 95

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Precision Wealth Strategies's KLAC Position: Q1 2023 in Review

Precision Wealth Strategies sold out of KLA (KLAC) in Q1 2023, closing a stake of 11,120 shares — an estimated $419K sold.

Precision Wealth Strategies first reported a position in KLAC in Q2 2021 and held it in 7 quarters. The position peaked at $656K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

  • Precision Wealth Strategies reported no remaining KLA position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 11,120 KLA shares in Q1 2023, an estimated $419K.
  • Precision Wealth Strategies first reported a position in KLA in Q2 2021 and held it in 7 quarters.
  • Precision Wealth Strategies's KLA position peaked at $656K in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.