WFAG
KLAC icon

Wescott Financial Advisory Group’s KLA KLAC Stock Holding History

Wescott Financial Advisory 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
2024
Q1 		– Sell
-4,780
Closed -$278K – 169
2023
Q4 		$278K Hold
4,780
– – 0.04% 137
2023
Q3 		$219K Hold
4,780
– – 0.04% 144
2023
Q2 		$232K Buy
+4,780
New +$200K 0.04% 147

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

Wescott Financial Advisory Group's KLAC Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of KLA (KLAC) in Q1 2024, closing a stake of 4,780 shares — an estimated $278K sold.

Wescott Financial Advisory Group first reported a position in KLAC in Q2 2023 and held it in 3 quarters. The position peaked at $278K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,780 KLA shares in Q1 2024, an estimated $278K.
  • Wescott Financial Advisory Group first reported a position in KLA in Q2 2023 and held it in 3 quarters.
  • Wescott Financial Advisory Group's KLA position peaked at $278K in Q4 2023.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.