Strategic Financial Concepts’s KLA KLAC Stock Holding History

Strategic Financial Concepts’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 Q3	–	Sell	-402,330	Closed	-$53	–	491
2024 Q2	$53	Buy	+402,330	New	+$29.7M	﹤0.01%	763

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

Norges Bank Oslo, Norway $935B AUM

Strategic Financial Concepts's KLAC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of KLA (KLAC) in Q3 2024, closing a stake of 402,330 shares — an estimated $53 sold.

Strategic Financial Concepts first reported a position in KLAC in Q2 2024 and held it in 1 quarter. The position peaked at $53 in Q2 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

Strategic Financial Concepts reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 402,330 KLA shares in Q3 2024, an estimated $53.
Strategic Financial Concepts first reported a position in KLA in Q2 2024 and held it in 1 quarter.
Strategic Financial Concepts's KLA position peaked at $53 in Q2 2024.
1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.