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PWM
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DSA
Davis Selected Advisers
Tucson, Arizona
$21.8B AUM
23.45%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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