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Stiles Financial Services’s Kulicke & Soffa KLIC Stock Holding History

Stiles Financial Services’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
2023
Q3 		– Sell
-3,772
Closed -$224K – 186
2023
Q2 		$224K Buy
+3,772
New +$195K 0.11% 171
2022
Q2 		– Sell
-3,839
Closed -$215K – 183
2022
Q1 		$215K Buy
3,839
+11
+0.3% +$607 0.11% 166
2021
Q4 		$232K Buy
+3,828
New +$219K 0.11% 159

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stiles Financial Services's KLIC Position: Q3 2023 in Review

Stiles Financial Services sold out of Kulicke & Soffa (KLIC) in Q3 2023, closing a stake of 3,772 shares — an estimated $224K sold.

Stiles Financial Services first reported a position in KLIC in Q4 2021 and held it in 3 quarters. The position peaked at $232K in Q4 2021. 289 funds tracked by Wall St. Rank hold KLIC as of Q3 2023.

  • Stiles Financial Services reported no remaining Kulicke & Soffa position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 3,772 Kulicke & Soffa shares in Q3 2023, an estimated $224K.
  • Stiles Financial Services first reported a position in Kulicke & Soffa in Q4 2021 and held it in 3 quarters.
  • Stiles Financial Services's Kulicke & Soffa position peaked at $232K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.