RGF
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Retirement Guys Formula’s KLA KLAC Stock Holding History

Retirement Guys Formula’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 		– Sell
-14,410
Closed -$699K – 133
2023
Q2 		$699K Sell
14,410
-1,270
-8% -$53.1K 0.41% 57
2023
Q1 		$626K Buy
15,680
+330
+2% +$13K 0.45% 54
2022
Q4 		$579K Buy
15,350
+3,210
+26% +$112K 0.47% 55
2022
Q3 		$367K Buy
+12,140
New +$420K 0.39% 79

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Retirement Guys Formula's KLAC Position: Q3 2023 in Review

Retirement Guys Formula sold out of KLA (KLAC) in Q3 2023, closing a stake of 14,410 shares — an estimated $699K sold.

Retirement Guys Formula first reported a position in KLAC in Q3 2022 and held it in 4 quarters. The position peaked at $699K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Retirement Guys Formula reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 14,410 KLA shares in Q3 2023, an estimated $699K.
  • Retirement Guys Formula first reported a position in KLA in Q3 2022 and held it in 4 quarters.
  • Retirement Guys Formula's KLA position peaked at $699K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.