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Win Advisors’s KLA KLAC Stock Holding History

Win Advisors’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
2023
Q4 		– Sell
-5,310
Closed -$244K – 72
2023
Q3 		$244K Buy
+5,310
New +$255K 0.12% 40
2023
Q1 		– Sell
-2,230
Closed -$84.1K – 95
2022
Q4 		$84.1K Buy
2,230
+1,130
+103% +$39.4K 0.03% 22
2022
Q3 		$33K Sell
1,100
-30
-3% -$1.04K 0.01% 34
2022
Q2 		$33K Buy
1,130
+430
+61% +$14.5K 0.06% 60
2022
Q1 		$26K Buy
+700
New +$26.2K 0.01% 100

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Win Advisors's KLAC Position: Q4 2023 in Review

Win Advisors sold out of KLA (KLAC) in Q4 2023, closing a stake of 5,310 shares — an estimated $244K sold.

Win Advisors first reported a position in KLAC in Q1 2022 and held it in 5 quarters. The position peaked at $244K in Q3 2023. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Win Advisors reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
  • Win Advisors sold 5,310 KLA shares in Q4 2023, an estimated $244K.
  • Win Advisors first reported a position in KLA in Q1 2022 and held it in 5 quarters.
  • Win Advisors's KLA position peaked at $244K in Q3 2023.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.