Delap Wealth Advisory’s Applied Materials AMAT Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-3,252	Closed	-$671K	–	128
2024 Q1	$671K	Buy	+3,252	New	+$597K	0.27%	56

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's AMAT Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Applied Materials (AMAT) in Q2 2024, closing a stake of 3,252 shares — an estimated $671K sold.

Delap Wealth Advisory first reported a position in AMAT in Q1 2024 and held it in 1 quarter. The position peaked at $671K in Q1 2024. 2,273 funds tracked by Wall St. Rank hold AMAT as of Q2 2024.

Delap Wealth Advisory reported no remaining Applied Materials position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,252 Applied Materials shares in Q2 2024, an estimated $671K.
Delap Wealth Advisory first reported a position in Applied Materials in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Applied Materials position peaked at $671K in Q1 2024.
2,273 funds tracked by Wall St. Rank held Applied Materials as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.