Tower Wealth Partners’s KLA KLAC Stock Holding History

Tower Wealth Partners’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 Q4	–	Sell	-3,100	Closed	-$240K	–	82
2024 Q3	$240K	Buy	3,100 +190	+7%	+$14.9K	0.14%	61
2024 Q2	$240K	Buy	+2,910	New	+$215K	0.15%	57

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Wealth Partners's KLAC Position: Q4 2024 in Review

Tower Wealth Partners sold out of KLA (KLAC) in Q4 2024, closing a stake of 3,100 shares — an estimated $240K sold.

Tower Wealth Partners first reported a position in KLAC in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Tower Wealth Partners reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
Tower Wealth Partners sold 3,100 KLA shares in Q4 2024, an estimated $240K.
Tower Wealth Partners first reported a position in KLA in Q2 2024 and held it in 2 quarters.
Tower Wealth Partners's KLA position peaked at $240K in Q3 2024.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Tower Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.