Selective Wealth Management’s KLA KLAC Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,000	Closed	-$30K	–	448
2022 Q3	$30K	Hold	1,000	–	–	0.01%	367
2022 Q2	$32K	Hold	1,000	–	–	0.01%	395
2022 Q1	$37K	Hold	1,000	–	–	0.01%	352
2021 Q4	$43K	Buy	+1,000	New	+$38.6K	0.02%	298
2021 Q3	–	Sell	-2,000	Closed	-$65K	–	599
2021 Q2	$65K	Buy	+2,000	New	+$64.1K	0.05%	161
2019 Q2	–	Sell	-380,000	Closed	-$4.54M	–	42
2019 Q1	$4.54M	Buy	+380,000	New	+$4.09M	5.48%	6

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's KLAC Position: Q4 2022 in Review

Selective Wealth Management sold out of KLA (KLAC) in Q4 2022, closing a stake of 1,000 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in KLAC in Q1 2019 and held it in 6 quarters. The position peaked at $4.54M in Q1 2019. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

Selective Wealth Management reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 KLA shares in Q4 2022, an estimated $30K.
Selective Wealth Management first reported a position in KLA in Q1 2019 and held it in 6 quarters.
Selective Wealth Management's KLA position peaked at $4.54M in Q1 2019.
1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.