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Heritage Oak Wealth Advisors’s Applied Materials AMAT Stock Holding History

Heritage Oak 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
Q4 		– Sell
-1,791
Closed -$362K – 79
2024
Q3 		$362K Buy
+1,791
New +$367K 0.17% 90

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State Street
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's AMAT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Applied Materials (AMAT) in Q4 2024, closing a stake of 1,791 shares — an estimated $362K sold.

Heritage Oak Wealth Advisors first reported a position in AMAT in Q3 2024 and held it in 1 quarter. The position peaked at $362K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Applied Materials position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,791 Applied Materials shares in Q4 2024, an estimated $362K.
  • Heritage Oak Wealth Advisors first reported a position in Applied Materials in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Applied Materials position peaked at $362K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.