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Milestone Wealth’s Applied Materials AMAT Stock Holding History

Milestone Wealth’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
Q3 		$6K Hold
78
– – 0.01% 190
2022
Q2 		$7K Sell
78
-78
-50% -$8.56K 0.01% 182
2022
Q1 		$25K Hold
156
– – 0.02% 169
2021
Q4 		$25K Buy
+156
New +$22.6K 0.02% 169

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's AMAT Position: Q3 2022 in Review

Milestone Wealth held its Applied Materials (AMAT) position steady in Q3 2022 at 78 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #190.

Milestone Wealth first reported a position in AMAT in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold AMAT as of Q3 2022.

  • Milestone Wealth held 78 shares of Applied Materials worth $6K as of Q3 2022.
  • Milestone Wealth left its Applied Materials share count unchanged in Q3 2022.
  • Applied Materials made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #190 holding.
  • Milestone Wealth first reported a position in Applied Materials in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Applied Materials position peaked at $25K in Q1 2022.
  • 1,558 funds tracked by Wall St. Rank held Applied Materials as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.