WR Wealth Planners’s KLA KLAC Stock Holding History

WR Wealth Planners’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	$5.04K	Sell	80 -130	-62%	-$8.79K	﹤0.01%	702
2024 Q3	$16.3K	Buy	210 +20	+11%	+$1.57K	﹤0.01%	546
2024 Q2	$15.7K	Buy	190 +10	+6%	+$739	﹤0.01%	489
2024 Q1	$12.6K	Buy	+180	New	+$11.6K	﹤0.01%	554
2023 Q4	–	Sell	-140	Closed	-$6.42K	–	549
2023 Q3	$6.42K	Sell	140 -720	-84%	-$34.5K	﹤0.01%	638
2023 Q2	$41.7K	Hold	860	–	–	0.02%	340
2023 Q1	$34.3K	Buy	860 +760	+760%	+$30K	0.01%	371
2022 Q4	$3.77K	Hold	100	–	–	﹤0.01%	355
2022 Q3	$3.03K	Hold	100	–	–	﹤0.01%	361
2022 Q2	$3.19K	Hold	100	–	–	﹤0.01%	387
2022 Q1	$3.66K	Buy	+100	New	+$3.74K	﹤0.01%	382

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

WR Wealth Planners's KLAC Position: Q4 2024 in Review

WR Wealth Planners reduced its KLA (KLAC) stake by 62% in Q4 2024, selling an estimated $8.79K and leaving 80 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

WR Wealth Planners first reported a position in KLAC in Q1 2022 and has held it in 11 quarters since. The position peaked at $41.7K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

WR Wealth Planners held 80 shares of KLA worth $5.04K as of Q4 2024.
WR Wealth Planners sold 130 KLA shares in Q4 2024, an estimated $8.79K.
KLA made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #702 holding.
WR Wealth Planners first reported a position in KLA in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's KLA position peaked at $41.7K in Q2 2023.
1,550 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.