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HCR Wealth Advisors’s Applied Materials AMAT Stock Holding History

HCR 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
-1,338
Closed -$276K – 221
2024
Q1 		$276K Sell
1,338
-17
-1% -$3.12K 0.04% 177
2023
Q4 		$220K Buy
+1,355
New +$199K 0.03% 187

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCR Wealth Advisors's AMAT Position: Q2 2024 in Review

HCR Wealth Advisors sold out of Applied Materials (AMAT) in Q2 2024, closing a stake of 1,338 shares — an estimated $276K sold.

HCR Wealth Advisors first reported a position in AMAT in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 2,273 funds tracked by Wall St. Rank hold AMAT as of Q2 2024.

  • HCR Wealth Advisors reported no remaining Applied Materials position as of Q2 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,338 Applied Materials shares in Q2 2024, an estimated $276K.
  • HCR Wealth Advisors first reported a position in Applied Materials in Q4 2023 and held it in 2 quarters.
  • HCR Wealth Advisors's Applied Materials position peaked at $276K in Q1 2024.
  • 2,273 funds tracked by Wall St. Rank held Applied Materials as of Q2 2024.

Based on HCR Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.