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Western Pacific Wealth Management’s KLA KLAC Stock Holding History

Western Pacific 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 		– Sell
-20
Closed -$1.4K – 267
2024
Q1 		$1.4K Buy
+20
New +$1.28K ﹤0.01% 262

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

Western Pacific Wealth Management's KLAC Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of KLA (KLAC) in Q2 2024, closing a stake of 20 shares — an estimated $1.4K sold.

Western Pacific Wealth Management first reported a position in KLAC in Q1 2024 and held it in 1 quarter. The position peaked at $1.4K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold KLAC as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining KLA position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 20 KLA shares in Q2 2024, an estimated $1.4K.
  • Western Pacific Wealth Management first reported a position in KLA in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's KLA position peaked at $1.4K in Q1 2024.
  • 1,531 funds tracked by Wall St. Rank held KLA as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.