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Heritage Wealth Management (Arizona)’s Applied Materials AMAT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$418K Buy
4,290
+2,045
+91% +$196K 0.06% 247
2022
Q3 		$184K Buy
2,245
+145
+7% +$14K 0.06% 240
2022
Q2 		$191K Sell
2,100
-50
-2% -$5.48K 0.06% 242
2022
Q1 		$283K Buy
+2,150
New +$296K 0.08% 205
2021
Q3 		$296K Buy
2,300
+222
+11% +$30.1K 0.11% 153
2021
Q2 		$296K Sell
2,078
-29
-1% -$3.89K 0.11% 154
2021
Q1 		$281K Buy
+2,107
New +$232K 0.16% 111

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMAT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Applied Materials (AMAT) stake by 91% in Q4 2022, buying an estimated $196K and bringing the position to 4,290 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #247.

Heritage Wealth Management (Arizona) first reported a position in AMAT in Q1 2021 and has held it in 7 quarters since. 1,679 funds tracked by Wall St. Rank hold AMAT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4,290 shares of Applied Materials worth $418K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,045 Applied Materials shares in Q4 2022, an estimated $196K.
  • Applied Materials made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #247 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Applied Materials in Q1 2021 and has held it in 7 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Applied Materials as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.