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Gupta Wealth Management’s Applied Materials AMAT Stock Holding History

Gupta 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
2016
Q1 		$35K Sell
1,649
-2,000
-55% -$36.5K 0.01% 511
2015
Q4 		$68K Buy
3,649
+2,000
+121% +$34.7K 0.02% 384
2015
Q3 		$24K Hold
1,649
– – 0.01% 646
2015
Q2 		$32K Buy
1,649
+1,149
+230% +$23.6K 0.01% 589
2015
Q1 		$11K Buy
+500
New +$12K ﹤0.01% 729

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's AMAT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Applied Materials (AMAT) stake by 55% in Q1 2016, selling an estimated $36.5K and leaving 1,649 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #511.

Gupta Wealth Management first reported a position in AMAT in Q1 2015 and has held it in 5 quarters since. The position peaked at $68K in Q4 2015. 672 funds tracked by Wall St. Rank hold AMAT as of Q1 2016.

  • Gupta Wealth Management held 1,649 shares of Applied Materials worth $35K as of Q1 2016.
  • Gupta Wealth Management sold 2,000 Applied Materials shares in Q1 2016, an estimated $36.5K.
  • Applied Materials made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #511 holding.
  • Gupta Wealth Management first reported a position in Applied Materials in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Applied Materials position peaked at $68K in Q4 2015.
  • 672 funds tracked by Wall St. Rank held Applied Materials as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.