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Patriot Wealth Management’s Applied Materials AMAT Stock Holding History

Patriot 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
2018
Q4 		– Sell
-185,568
Closed -$7.17M – 78
2018
Q3 		$7.17M Buy
+185,568
New +$8.21M 0.9% 49
2018
Q1 		– Sell
-145,781
Closed -$7.45M – 82
2017
Q4 		$7.45M Sell
145,781
-515
-0.4% -$27.9K 1.06% 34
2017
Q3 		$7.62M Buy
146,296
+2,782
+2% +$126K 1.24% 27
2017
Q2 		$5.93M Buy
143,514
+2,619
+2% +$111K 0.99% 40
2017
Q1 		$5.48M Buy
140,895
+3,943
+3% +$142K 0.88% 45
2016
Q4 		$4.42M Buy
136,952
+141
+0.1% +$4.29K 0.84% 49
2016
Q3 		$4.13M Sell
136,811
-144,047
-51% -$4.02M 0.8% 52
2016
Q2 		$6.73M Buy
280,858
+5,850
+2% +$129K 1.33% 27
2016
Q1 		$5.83M Buy
275,008
+4,101
+2% +$74.8K 1.18% 34
2015
Q4 		$5.06M Buy
270,907
+1,186
+0.4% +$20.6K 1.05% 35
2015
Q3 		$3.96M Buy
269,721
+8,095
+3% +$135K 0.92% 45
2015
Q2 		$5.03M Buy
+261,626
New +$5.37M 1.12% 34

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Patriot Wealth Management's AMAT Position: Q4 2018 in Review

Patriot Wealth Management sold out of Applied Materials (AMAT) in Q4 2018, closing a stake of 185,568 shares — an estimated $7.17M sold.

Patriot Wealth Management first reported a position in AMAT in Q2 2015 and held it in 12 quarters. The position peaked at $7.62M in Q3 2017. 968 funds tracked by Wall St. Rank hold AMAT as of Q4 2018.

  • Patriot Wealth Management reported no remaining Applied Materials position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 185,568 Applied Materials shares in Q4 2018, an estimated $7.17M.
  • Patriot Wealth Management first reported a position in Applied Materials in Q2 2015 and held it in 12 quarters.
  • Patriot Wealth Management's Applied Materials position peaked at $7.62M in Q3 2017.
  • 968 funds tracked by Wall St. Rank held Applied Materials as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.