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WR Wealth Planners’s Kulicke & Soffa KLIC Stock Holding History

WR Wealth Planners’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$352 – 1191
2024
Q1 		$352 Buy
+7
New +$350 ﹤0.01% 1078

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

WR Wealth Planners's KLIC Position: Q2 2024 in Review

WR Wealth Planners sold out of Kulicke & Soffa (KLIC) in Q2 2024, closing a stake of 7 shares — an estimated $352 sold.

WR Wealth Planners first reported a position in KLIC in Q1 2024 and held it in 1 quarter. The position peaked at $352 in Q1 2024. 283 funds tracked by Wall St. Rank hold KLIC as of Q2 2024.

  • WR Wealth Planners reported no remaining Kulicke & Soffa position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 7 Kulicke & Soffa shares in Q2 2024, an estimated $352.
  • WR Wealth Planners first reported a position in Kulicke & Soffa in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's Kulicke & Soffa position peaked at $352 in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.