Private Wealth Strategies’s KLA KLAC Stock Holding History

Private 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
2024 Q2	$419K	Buy	+5,090	New	+$376K	0.08%	51

Other funds holding KLAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Wealth Strategies's KLAC Position: Q2 2024 in Review

Private Wealth Strategies opened a new position in KLA (KLAC) in Q2 2024: 5,090 shares worth $419K. The stake represents 0.08% of the portfolio and ranks #51 among its holdings.

1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

Private Wealth Strategies held 5,090 shares of KLA worth $419K as of Q2 2024.
KLA was a new Private Wealth Strategies position in Q2 2024.
KLA made up 0.08% of Private Wealth Strategies's portfolio in Q2 2024, its #51 holding.
1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.