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Cassady Schiller Wealth Management’s Applied Materials AMAT Stock Holding History

Cassady Schiller 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
2024
Q4 		$6.5K Buy
+40
New +$7.25K ﹤0.01% 380
2024
Q3 		– Sell
-5
Closed -$1.18K – 466
2024
Q2 		$1.18K Hold
5
– – ﹤0.01% 420
2024
Q1 		$1.03K Hold
5
– – ﹤0.01% 454
2023
Q4 		$810 Hold
5
– – ﹤0.01% 412
2023
Q3 		$692 Hold
5
– – ﹤0.01% 429
2023
Q2 		$723 Sell
5
-5
-50% -$626 ﹤0.01% 445
2023
Q1 		$1.23K Hold
10
– – ﹤0.01% 414
2022
Q4 		$974 Buy
+10
New +$960 ﹤0.01% 437
2022
Q1 		– Sell
-22
Closed -$3K – 129
2021
Q4 		$3K Buy
+22
New +$3.19K ﹤0.01% 369

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's AMAT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Applied Materials (AMAT) in Q4 2024: 40 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AMAT as recently as Q2 2024.

Cassady Schiller Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 9 quarters since. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Cassady Schiller Wealth Management held 40 shares of Applied Materials worth $6.5K as of Q4 2024.
  • Applied Materials was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Applied Materials made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #380 holding.
  • Cassady Schiller Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 9 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.