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Alera Investment Advisors’s Applied Materials AMAT Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$517K Buy
2,559
+592
+30% +$121K 0.06% 134
2024
Q2 		$464K Buy
1,967
+696
+55% +$149K 0.06% 140
2024
Q1 		$262K Buy
+1,271
New +$233K 0.04% 144
2019
Q2 		– Sell
-770
Closed -$31K – 115
2019
Q1 		$31K Buy
770
+7
+0.9% +$266 0.02% 218
2018
Q4 		$25K Buy
+763
New +$26.2K 0.02% 246

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's AMAT Position: Q3 2024 in Review

Alera Investment Advisors increased its Applied Materials (AMAT) stake by 30% in Q3 2024, buying an estimated $121K and bringing the position to 2,559 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #134.

Alera Investment Advisors first reported a position in AMAT in Q4 2018 and has held it in 5 quarters since. 2,203 funds tracked by Wall St. Rank hold AMAT as of Q3 2024.

  • Alera Investment Advisors held 2,559 shares of Applied Materials worth $517K as of Q3 2024.
  • Alera Investment Advisors bought 592 Applied Materials shares in Q3 2024, an estimated $121K.
  • Applied Materials made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #134 holding.
  • Alera Investment Advisors first reported a position in Applied Materials in Q4 2018 and has held it in 5 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Applied Materials as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.