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Private Wealth Management Group’s Kulicke & Soffa KLIC Stock Holding History

Private Wealth Management Group’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11
Closed -$514 – 1537
2024
Q4 		$514 Hold
11
– – ﹤0.01% 1446
2024
Q3 		$497 Hold
11
– – ﹤0.01% 1426
2024
Q2 		$542 Sell
11
-4
-27% -$188 ﹤0.01% 1429
2024
Q1 		$755 Sell
15
-27
-64% -$1.35K ﹤0.01% 1358
2023
Q4 		$2.3K Buy
+42
New +$2.04K ﹤0.01% 924

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Wealth Management Group's KLIC Position: Q1 2025 in Review

Private Wealth Management Group sold out of Kulicke & Soffa (KLIC) in Q1 2025, closing a stake of 11 shares — an estimated $514 sold.

Private Wealth Management Group first reported a position in KLIC in Q4 2023 and held it in 5 quarters. The position peaked at $2.3K in Q4 2023. 280 funds tracked by Wall St. Rank hold KLIC as of Q1 2025.

  • Private Wealth Management Group reported no remaining Kulicke & Soffa position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 11 Kulicke & Soffa shares in Q1 2025, an estimated $514.
  • Private Wealth Management Group first reported a position in Kulicke & Soffa in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Kulicke & Soffa position peaked at $2.3K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.