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Laidlaw Wealth Management’s Applied Materials AMAT Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-2,629
Closed -$380K – 271
2023
Q2 		$380K Sell
2,629
-230
-8% -$28.8K 0.07% 227
2023
Q1 		$351K Buy
2,859
+1
+0% +$115 0.07% 242
2022
Q4 		$278K Sell
2,858
-831
-23% -$79.7K 0.06% 275
2022
Q3 		$302K Sell
3,689
-159
-4% -$15.3K 0.07% 235
2022
Q2 		$350K Sell
3,848
-1,504
-28% -$165K 0.07% 238
2022
Q1 		$705K Sell
5,352
-165
-3% -$22.7K 0.12% 175
2021
Q4 		$868K Buy
+5,517
New +$799K 0.14% 152
2021
Q3 		– Sell
-4,610
Closed -$656K – 251
2021
Q2 		$656K Buy
+4,610
New +$619K 0.17% 126
2021
Q1 		– Sell
-4,407
Closed -$380K – 222
2020
Q4 		$380K Buy
+4,407
New +$326K 0.08% 230

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's AMAT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Applied Materials (AMAT) in Q3 2023, closing a stake of 2,629 shares — an estimated $380K sold.

Laidlaw Wealth Management first reported a position in AMAT in Q4 2020 and held it in 9 quarters. The position peaked at $868K in Q4 2021. 1,844 funds tracked by Wall St. Rank hold AMAT as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Applied Materials position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,629 Applied Materials shares in Q3 2023, an estimated $380K.
  • Laidlaw Wealth Management first reported a position in Applied Materials in Q4 2020 and held it in 9 quarters.
  • Laidlaw Wealth Management's Applied Materials position peaked at $868K in Q4 2021.
  • 1,844 funds tracked by Wall St. Rank held Applied Materials as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.