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Aevitas Wealth Management’s Applied Materials AMAT Stock Holding History

Aevitas Wealth Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$4K – 432
2018
Q1 		$4K Hold
75
– – ﹤0.01% 373
2017
Q4 		$4K Buy
+75
New +$4.06K ﹤0.01% 374

Other funds holding AMAT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's AMAT Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Applied Materials (AMAT) in Q2 2018, closing a stake of 75 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in AMAT in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 1,084 funds tracked by Wall St. Rank hold AMAT as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Applied Materials position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 75 Applied Materials shares in Q2 2018, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Applied Materials in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Applied Materials position peaked at $4K in Q1 2018.
  • 1,084 funds tracked by Wall St. Rank held Applied Materials as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.