Berman Capital Advisors’s Applied Materials AMAT Stock Holding History

Berman Capital 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
2021 Q3	$606K	Buy	4,713 +294	+7%	+$39.9K	0.1%	111
2021 Q2	$629K	Buy	4,419 +368	+9%	+$49.4K	0.1%	101
2021 Q1	$540K	Buy	4,051 +301	+8%	+$33.2K	0.11%	95
2020 Q4	$322K	Buy	3,750 +6	+0.2%	+$444	0.08%	116
2020 Q3	$222K	Sell	3,744 -6	-0.2%	-$371	0.06%	141
2020 Q2	$226K	Sell	3,750 -18	-0.5%	-$971	0.06%	130
2020 Q1	$172K	Buy	3,768 +314	+9%	+$18K	0.06%	138
2019 Q4	$210K	Hold	3,454	–	–	0.06%	128
2019 Q3	$172K	Sell	3,454 -192	-5%	-$9.27K	0.05%	147
2019 Q2	$163K	Buy	3,646 +318	+10%	+$13.4K	0.05%	147
2019 Q1	$132K	Buy	3,328 +402	+14%	+$15.3K	0.04%	163
2018 Q4	$95K	Buy	+2,926	New	+$100K	0.04%	179

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's AMAT Position: Q3 2021 in Review

Berman Capital Advisors increased its Applied Materials (AMAT) stake by 6.7% in Q3 2021, buying an estimated $39.9K and bringing the position to 4,713 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #111.

Berman Capital Advisors first reported a position in AMAT in Q4 2018 and has held it in 12 quarters since. The position peaked at $629K in Q2 2021. 1,629 funds tracked by Wall St. Rank hold AMAT as of Q3 2021.

Berman Capital Advisors held 4,713 shares of Applied Materials worth $606K as of Q3 2021.
Berman Capital Advisors bought 294 Applied Materials shares in Q3 2021, an estimated $39.9K.
Applied Materials made up 0.1% of Berman Capital Advisors's portfolio in Q3 2021, its #111 holding.
Berman Capital Advisors first reported a position in Applied Materials in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Applied Materials position peaked at $629K in Q2 2021.
1,629 funds tracked by Wall St. Rank held Applied Materials as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.