Lenox Wealth Advisors’s Applied Materials AMAT Stock Holding History

Lenox 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
2022 Q1	$377K	Buy	3,142 +162	+5%	+$22.3K	0.05%	75
2021 Q4	$469K	Buy	2,980 +38	+1%	+$5.5K	0.06%	68
2021 Q3	$379K	Hold	2,942	–	–	0.05%	74
2021 Q2	$419K	Buy	2,942 +2,106	+252%	+$283K	0.05%	75
2021 Q1	$112K	Sell	836 -359	-30%	-$39.6K	0.02%	122
2020 Q4	$103K	Buy	1,195 +730	+157%	+$54K	0.01%	121
2020 Q3	$28K	Hold	465	–	–	﹤0.01%	235
2020 Q2	$28K	Hold	465	–	–	﹤0.01%	240
2020 Q1	$21K	Hold	465	–	–	﹤0.01%	252
2019 Q4	$28K	Hold	465	–	–	﹤0.01%	268
2019 Q3	$23K	Hold	465	–	–	﹤0.01%	276
2019 Q2	$21K	Sell	465 -315	-40%	-$13.3K	﹤0.01%	221
2019 Q1	$31K	Buy	780 +331	+74%	+$12.6K	0.01%	166
2018 Q4	$15K	Sell	449 -86	-16%	-$2.95K	﹤0.01%	217
2018 Q3	$21K	Sell	535 -282	-35%	-$12.5K	﹤0.01%	202
2018 Q2	$38K	Sell	817 -467	-36%	-$24.1K	0.01%	168
2018 Q1	$71K	Buy	1,284 +1,169	+1,017%	+$65.1K	0.02%	133
2017 Q4	$6K	Buy	+115	New	+$6.23K	﹤0.01%	200
2014 Q1	–	Sell	-107	Closed	-$2K	–	196
2013 Q4	$2K	Buy	+107	New	+$1.86K	﹤0.01%	290

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Advisors's AMAT Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Applied Materials (AMAT) stake by 5.4% in Q1 2022, buying an estimated $22.3K and bringing the position to 3,142 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #75.

Lenox Wealth Advisors first reported a position in AMAT in Q4 2013 and has held it in 19 quarters since. The position peaked at $469K in Q4 2021. 1,775 funds tracked by Wall St. Rank hold AMAT as of Q1 2022.

Lenox Wealth Advisors held 3,142 shares of Applied Materials worth $377K as of Q1 2022.
Lenox Wealth Advisors bought 162 Applied Materials shares in Q1 2022, an estimated $22.3K.
Applied Materials made up 0.05% of Lenox Wealth Advisors's portfolio in Q1 2022, its #75 holding.
Lenox Wealth Advisors first reported a position in Applied Materials in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Applied Materials position peaked at $469K in Q4 2021.
1,775 funds tracked by Wall St. Rank held Applied Materials as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.