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StrategIQ Financial Group’s KLA KLAC Stock Holding History

StrategIQ Financial Group’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
-4,540
Closed -$220K – 309
2023
Q2 		$220K Buy
+4,540
New +$190K 0.03% 287
2022
Q1 		– Sell
-5,300
Closed -$228K – 299
2021
Q4 		$228K Buy
+5,300
New +$205K 0.02% 272

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

StrategIQ Financial Group's KLAC Position: Q3 2023 in Review

StrategIQ Financial Group sold out of KLA (KLAC) in Q3 2023, closing a stake of 4,540 shares — an estimated $220K sold.

StrategIQ Financial Group first reported a position in KLAC in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • StrategIQ Financial Group reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
  • StrategIQ Financial Group sold 4,540 KLA shares in Q3 2023, an estimated $220K.
  • StrategIQ Financial Group first reported a position in KLA in Q4 2021 and held it in 2 quarters.
  • StrategIQ Financial Group's KLA position peaked at $228K in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on StrategIQ Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.