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Tradition Wealth Management’s KLA KLAC Stock Holding History

Tradition 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
Q1 		– Sell
-120
Closed -$7K – 820
2023
Q4 		$7K Hold
120
– – ﹤0.01% 1070
2023
Q3 		$6K Hold
120
– – ﹤0.01% 1132
2023
Q2 		$6K Buy
+120
New +$5.01K ﹤0.01% 1161
2023
Q1 		– Sell
-500
Closed -$19K – 1306
2022
Q4 		$19K Sell
500
-20
-4% -$697 ﹤0.01% 759
2022
Q3 		$16K Buy
520
+20
+4% +$693 ﹤0.01% 811
2022
Q2 		$16K Hold
500
– – ﹤0.01% 698
2022
Q1 		$18K Sell
500
-10
-2% -$374 ﹤0.01% 746
2021
Q4 		$22K Buy
510
+10
+2% +$386 ﹤0.01% 708
2021
Q3 		$17K Buy
+500
New +$16.7K ﹤0.01% 767

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
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
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

Tradition Wealth Management's KLAC Position: Q1 2024 in Review

Tradition Wealth Management sold out of KLA (KLAC) in Q1 2024, closing a stake of 120 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in KLAC in Q3 2021 and held it in 9 quarters. The position peaked at $22K in Q4 2021. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Tradition Wealth Management reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 120 KLA shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in KLA in Q3 2021 and held it in 9 quarters.
  • Tradition Wealth Management's KLA position peaked at $22K in Q4 2021.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.