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Bordeaux Wealth Advisors’s Applied Materials AMAT Stock Holding History

Bordeaux 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
2023
Q3 		– Sell
-1,539
Closed -$222K – 94
2023
Q2 		$222K Buy
+1,539
New +$193K 0.09% 95

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's AMAT Position: Q3 2023 in Review

Bordeaux Wealth Advisors sold out of Applied Materials (AMAT) in Q3 2023, closing a stake of 1,539 shares — an estimated $222K sold.

Bordeaux Wealth Advisors first reported a position in AMAT in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 1,844 funds tracked by Wall St. Rank hold AMAT as of Q3 2023.

  • Bordeaux Wealth Advisors reported no remaining Applied Materials position as of Q3 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 1,539 Applied Materials shares in Q3 2023, an estimated $222K.
  • Bordeaux Wealth Advisors first reported a position in Applied Materials in Q2 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Applied Materials position peaked at $222K in Q2 2023.
  • 1,844 funds tracked by Wall St. Rank held Applied Materials as of Q3 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.