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Northwest Financial Advisors’s Applied Materials AMAT Stock Holding History

Northwest 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
2024
Q4 		– Sell
-814
Closed -$164K – 125
2024
Q3 		$164K Buy
+814
New +$167K 0.13% 117
2024
Q1 		– Sell
-814
Closed -$132K – 103
2023
Q4 		$132K Buy
+814
New +$120K 0.11% 116

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

Northwest Financial Advisors's AMAT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Applied Materials (AMAT) in Q4 2024, closing a stake of 814 shares — an estimated $164K sold.

Northwest Financial Advisors first reported a position in AMAT in Q4 2023 and held it in 2 quarters. The position peaked at $164K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Applied Materials position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 814 Applied Materials shares in Q4 2024, an estimated $164K.
  • Northwest Financial Advisors first reported a position in Applied Materials in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Applied Materials position peaked at $164K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.