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Level Financial Advisors’s Applied Materials AMAT Stock Holding History

Level Financial 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
2023
Q1 		– Sell
-10
Closed -$1K – 249
2022
Q4 		$1K Buy
+10
New +$960 ﹤0.01% 237

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's AMAT Position: Q1 2023 in Review

Level Financial Advisors sold out of Applied Materials (AMAT) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in AMAT in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 1,754 funds tracked by Wall St. Rank hold AMAT as of Q1 2023.

  • Level Financial Advisors reported no remaining Applied Materials position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 10 Applied Materials shares in Q1 2023, an estimated $1K.
  • Level Financial Advisors first reported a position in Applied Materials in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Applied Materials position peaked at $1K in Q4 2022.
  • 1,754 funds tracked by Wall St. Rank held Applied Materials as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.