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Clarus Wealth Advisors’s Applied Materials AMAT Stock Holding History

Clarus 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
2024
Q4 		– Sell
-1,186
Closed -$237K – 120
2024
Q3 		$237K Buy
1,186
+164
+16% +$33.6K 0.12% 114
2024
Q2 		$261K Sell
1,022
-91
-8% -$19.5K 0.14% 103
2024
Q1 		$233K Sell
1,113
-269
-19% -$49.4K 0.13% 109
2023
Q4 		$222K Buy
+1,382
New +$203K 0.13% 105
2023
Q2 		$249K Sell
1,785
-195
-10% -$24.4K 0.15% 105
2023
Q1 		$227K Buy
+1,980
New +$227K 0.14% 110
2019
Q3 		– Sell
-102
Closed -$5K – 165
2019
Q2 		$5K Hold
102
– – ﹤0.01% 480
2019
Q1 		$4K Buy
+102
New +$3.87K ﹤0.01% 588

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

Clarus Wealth Advisors's AMAT Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of Applied Materials (AMAT) in Q4 2024, closing a stake of 1,186 shares — an estimated $237K sold.

Clarus Wealth Advisors first reported a position in AMAT in Q1 2019 and held it in 8 quarters. The position peaked at $261K in Q2 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining Applied Materials position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,186 Applied Materials shares in Q4 2024, an estimated $237K.
  • Clarus Wealth Advisors first reported a position in Applied Materials in Q1 2019 and held it in 8 quarters.
  • Clarus Wealth Advisors's Applied Materials position peaked at $261K in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.