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Beacon Pointe Wealth Advisors’s Applied Materials AMAT Stock Holding History

Beacon Pointe Wealth 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
2019
Q3 		– Sell
-12,977
Closed -$581K – 260
2019
Q2 		$581K Hold
12,977
– – 0.12% 146
2019
Q1 		$515K Buy
12,977
+144
+1% +$5.47K 0.12% 147
2018
Q4 		$419K Buy
+12,833
New +$440K 0.15% 140

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AMAT Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Applied Materials (AMAT) in Q3 2019, closing a stake of 12,977 shares — an estimated $581K sold.

Beacon Pointe Wealth Advisors first reported a position in AMAT in Q4 2018 and held it in 3 quarters. The position peaked at $581K in Q2 2019. 1,045 funds tracked by Wall St. Rank hold AMAT as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Applied Materials position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 12,977 Applied Materials shares in Q3 2019, an estimated $581K.
  • Beacon Pointe Wealth Advisors first reported a position in Applied Materials in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's Applied Materials position peaked at $581K in Q2 2019.
  • 1,045 funds tracked by Wall St. Rank held Applied Materials as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.