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SYSTM Wealth Solutions’s KLA KLAC Stock Holding History

SYSTM Wealth Solutions’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
-30,850
Closed -$2.54M – 375
2024
Q2 		$2.54M Sell
30,850
-28,530
-48% -$2.11M 0.57% 60
2024
Q1 		$4.15M Buy
59,380
+1,470
+3% +$94.4K 0.52% 46
2023
Q4 		$3.37M Sell
57,910
-1,120
-2% -$58.3K 0.47% 55
2023
Q3 		$2.71M Buy
59,030
+10,010
+20% +$480K 0.42% 56
2023
Q2 		$2.38M Buy
49,020
+35,490
+262% +$1.48M 0.32% 79
2023
Q1 		$540K Sell
13,530
-49,890
-79% -$1.97M 0.08% 285
2022
Q4 		$2.39M Buy
+63,420
New +$2.21M 0.3% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's KLAC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of KLA (KLAC) in Q3 2024, closing a stake of 30,850 shares — an estimated $2.54M sold.

SYSTM Wealth Solutions first reported a position in KLAC in Q4 2022 and held it in 7 quarters. The position peaked at $4.15M in Q1 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 30,850 KLA shares in Q3 2024, an estimated $2.54M.
  • SYSTM Wealth Solutions first reported a position in KLA in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's KLA position peaked at $4.15M in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.