Lucia Wealth Services’s Applied Materials AMAT Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.77M	Buy	29,711 +3,230	+12%	+$200K	0.41%	48
2020 Q2	$1.6M	Buy	26,481 +1,236	+5%	+$66.7K	0.42%	41
2020 Q1	$1.16M	Buy	+25,245	New	+$1.45M	0.38%	46
2018 Q4	–	Sell	-5,345	Closed	-$207K	–	173
2018 Q3	$207K	Sell	5,345 -22,853	-81%	-$1.01M	0.06%	145
2018 Q2	$1.3M	Sell	28,198 -54,598	-66%	-$2.81M	0.57%	47
2018 Q1	$4.6M	Buy	82,796 +21,817	+36%	+$1.21M	1.49%	21
2017 Q4	$3.12M	Buy	+60,979	New	+$3.3M	1.38%	18

Other funds holding AMAT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lucia Wealth Services's AMAT Position: Q3 2020 in Review

Lucia Wealth Services increased its Applied Materials (AMAT) stake by 12% in Q3 2020, buying an estimated $200K and bringing the position to 29,711 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #48.

Lucia Wealth Services first reported a position in AMAT in Q4 2017 and has held it in 7 quarters since. The position peaked at $4.6M in Q1 2018. 1,197 funds tracked by Wall St. Rank hold AMAT as of Q3 2020.

Lucia Wealth Services held 29,711 shares of Applied Materials worth $1.77M as of Q3 2020.
Lucia Wealth Services bought 3,230 Applied Materials shares in Q3 2020, an estimated $200K.
Applied Materials made up 0.41% of Lucia Wealth Services's portfolio in Q3 2020, its #48 holding.
Lucia Wealth Services first reported a position in Applied Materials in Q4 2017 and has held it in 7 quarters since.
Lucia Wealth Services's Applied Materials position peaked at $4.6M in Q1 2018.
1,197 funds tracked by Wall St. Rank held Applied Materials as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.