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Taylor Hoffman Wealth Management’s KLA KLAC Stock Holding History

Taylor Hoffman 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
2024
Q2 		$2.83M Hold
34,200
– – 1.15% 33
2024
Q1 		$2.39M Sell
34,200
-490
-1% -$31.5K 1.01% 34
2023
Q4 		$2.02M Sell
34,690
-240
-0.7% -$12.5K 0.91% 34
2023
Q3 		$1.6M Sell
34,930
-100
-0.3% -$4.8K 0.83% 34
2023
Q2 		$1.7M Sell
35,030
-4,620
-12% -$193K 0.85% 34
2023
Q1 		$1.58M Hold
39,650
– – 0.87% 36
2022
Q4 		$1.49M Sell
39,650
-980
-2% -$34.2K 0.92% 38
2022
Q3 		$1.23M Hold
40,630
– – 0.64% 53
2022
Q2 		$1.2M Sell
40,630
-3,690
-8% -$124K 0.59% 56
2022
Q1 		$1.62M Sell
44,320
-3,020
-6% -$113K 0.65% 51
2021
Q4 		$2.04M Sell
47,340
-120
-0.3% -$4.63K 0.77% 46
2021
Q3 		$1.59M Sell
47,460
-880
-2% -$29.4K 0.68% 53
2021
Q2 		$1.57M Sell
48,340
-2,990
-6% -$95.8K 0.68% 52
2021
Q1 		$1.7M Sell
51,330
-1,750
-3% -$52.7K 0.78% 49
2020
Q4 		$1.37M Hold
53,080
– – 0.7% 49
2020
Q3 		$1.03M Sell
53,080
-32,250
-38% -$637K 0.6% 60
2020
Q2 		$1.66M Buy
85,330
+2,050
+2% +$35K 1.04% 28
2020
Q1 		$1.2M Sell
83,280
-14,660
-15% -$236K 1.15% 33
2019
Q4 		$1.75M Hold
97,940
– – 1.13% 25
2019
Q3 		$1.56M Buy
97,940
+6,490
+7% +$90.7K 1.11% 26
2019
Q2 		$1.08M Buy
91,450
+10,630
+13% +$123K 0.87% 36
2019
Q1 		$965K Buy
+80,820
New +$869K 0.71% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Taylor Hoffman Wealth Management's KLAC Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its KLA (KLAC) position steady in Q2 2024 at 34,200 shares worth $2.83M. The position accounts for 1.15% of the portfolio, ranked #33.

Taylor Hoffman Wealth Management first reported a position in KLAC in Q1 2019 and has held it in 22 quarters since. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

  • Taylor Hoffman Wealth Management held 34,200 shares of KLA worth $2.83M as of Q2 2024.
  • Taylor Hoffman Wealth Management left its KLA share count unchanged in Q2 2024.
  • KLA made up 1.15% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #33 holding.
  • Taylor Hoffman Wealth Management first reported a position in KLA in Q1 2019 and has held it in 22 quarters since.
  • 1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.