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Halpern Financial’s Applied Materials AMAT Stock Holding History

Halpern Financial’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
Q3 		– Sell
-9
Closed -$2.12K – 232
2024
Q2 		$2.12K Buy
+9
New +$1.93K ﹤0.01% 196
2021
Q3 		– Sell
-27
Closed -$3.85K – 255
2021
Q2 		$3.85K Hold
27
– – ﹤0.01% 198
2021
Q1 		$3.61K Buy
+27
New +$2.98K ﹤0.01% 200

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's AMAT Position: Q3 2024 in Review

Halpern Financial sold out of Applied Materials (AMAT) in Q3 2024, closing a stake of 9 shares — an estimated $2.12K sold.

Halpern Financial first reported a position in AMAT in Q1 2021 and held it in 3 quarters. The position peaked at $3.85K in Q2 2021. 2,203 funds tracked by Wall St. Rank hold AMAT as of Q3 2024.

  • Halpern Financial reported no remaining Applied Materials position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 9 Applied Materials shares in Q3 2024, an estimated $2.12K.
  • Halpern Financial first reported a position in Applied Materials in Q1 2021 and held it in 3 quarters.
  • Halpern Financial's Applied Materials position peaked at $3.85K in Q2 2021.
  • 2,203 funds tracked by Wall St. Rank held Applied Materials as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.