Lumature Wealth Partners’s Applied Materials AMAT Stock Holding History

Lumature Wealth Partners’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 Q2	$1.12M	Sell	7,763 -93	-1%	-$11.6K	0.67%	36
2023 Q1	$965K	Sell	7,856 -129	-2%	-$14.8K	0.54%	39
2022 Q4	$778K	Sell	7,985 -796	-9%	-$76.4K	0.43%	48
2022 Q3	$719K	Buy	8,781 +68	+0.8%	+$6.56K	0.39%	54
2022 Q2	$793K	Sell	8,713 -2,959	-25%	-$325K	0.35%	56
2022 Q1	$1.54M	Buy	11,672 +1,159	+11%	+$160K	0.62%	34
2021 Q4	$1.65M	Sell	10,513 -398	-4%	-$57.7K	0.64%	29
2021 Q3	$1.41M	Buy	10,911 +1,159	+12%	+$157K	0.57%	34
2021 Q2	$1.39M	Buy	9,752 +702	+8%	+$94.2K	0.57%	36
2021 Q1	$1.21M	Buy	9,050 +3,214	+55%	+$354K	0.64%	36
2020 Q4	$504K	Buy	+5,836	New	+$431K	0.48%	63

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Lumature Wealth Partners's AMAT Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Applied Materials (AMAT) stake by 1.2% in Q2 2023, selling an estimated $11.6K and leaving 7,763 shares worth $1.12M. The position accounts for 0.67% of the portfolio, ranked #36.

Lumature Wealth Partners first reported a position in AMAT in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold AMAT as of Q2 2023.

Lumature Wealth Partners held 7,763 shares of Applied Materials worth $1.12M as of Q2 2023.
Lumature Wealth Partners sold 93 Applied Materials shares in Q2 2023, an estimated $11.6K.
Applied Materials made up 0.67% of Lumature Wealth Partners's portfolio in Q2 2023, its #36 holding.
Lumature Wealth Partners first reported a position in Applied Materials in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Applied Materials position peaked at $1.65M in Q4 2021.
1,824 funds tracked by Wall St. Rank held Applied Materials as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.