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MGB Wealth Management’s Applied Materials AMAT Stock Holding History

MGB 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
2024
Q4 		– Sell
-1,000
Closed -$205K – 289
2024
Q3 		$205K Hold
1,000
– – 0.07% 185
2024
Q2 		$241K Hold
1,000
– – 0.09% 173
2024
Q1 		$206K Buy
+1,000
New +$183K 0.08% 181

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's AMAT Position: Q4 2024 in Review

MGB Wealth Management sold out of Applied Materials (AMAT) in Q4 2024, closing a stake of 1,000 shares — an estimated $205K sold.

MGB Wealth Management first reported a position in AMAT in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • MGB Wealth Management reported no remaining Applied Materials position as of Q4 2024 after selling out during the quarter.
  • MGB Wealth Management sold 1,000 Applied Materials shares in Q4 2024, an estimated $205K.
  • MGB Wealth Management first reported a position in Applied Materials in Q1 2024 and held it in 3 quarters.
  • MGB Wealth Management's Applied Materials position peaked at $241K in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.