Financial Synergies Wealth Advisors’s Applied Materials AMAT Stock Holding History

Financial Synergies 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 Q2	–	Sell	-688	Closed	-$142K	–	87
2024 Q1	$142K	Buy	688 +675	+5,192%	+$124K	0.02%	88
2023 Q4	$1.27K	Sell	13 -674	-98%	-$99K	﹤0.01%	301
2023 Q3	$95.2K	Buy	687 +639	+1,331%	+$91.6K	0.01%	87
2023 Q2	$6.97K	Hold	48	–	–	﹤0.01%	247
2023 Q1	$5.92K	Buy	48 +35	+269%	+$4.02K	﹤0.01%	259
2022 Q4	$1.27K	Sell	13 -7	-35%	-$672	﹤0.01%	301
2022 Q3	$1.64K	Buy	20 +6	+43%	+$579	﹤0.01%	237
2022 Q2	$1.27K	Buy	+14	New	+$1.54K	﹤0.01%	288

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

Financial Synergies Wealth Advisors's AMAT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Applied Materials (AMAT) in Q2 2024, closing a stake of 688 shares — an estimated $142K sold.

Financial Synergies Wealth Advisors first reported a position in AMAT in Q2 2022 and held it in 8 quarters. The position peaked at $142K in Q1 2024. 2,273 funds tracked by Wall St. Rank hold AMAT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Applied Materials position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 688 Applied Materials shares in Q2 2024, an estimated $142K.
Financial Synergies Wealth Advisors first reported a position in Applied Materials in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Applied Materials position peaked at $142K in Q1 2024.
2,273 funds tracked by Wall St. Rank held Applied Materials as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.