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Phoenix Wealth Advisors’s Applied Materials AMAT Stock Holding History

Phoenix Wealth 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
2022
Q1 		– Sell
-4,941
Closed -$778K – 97
2021
Q4 		$778K Sell
4,941
-423
-8% -$61.3K 0.59% 45
2021
Q3 		$691K Buy
5,364
+120
+2% +$16.3K 0.52% 52
2021
Q2 		$717K Buy
+5,244
New +$704K 0.52% 55

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Phoenix Wealth Advisors's AMAT Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Applied Materials (AMAT) in Q1 2022, closing a stake of 4,941 shares — an estimated $778K sold.

Phoenix Wealth Advisors first reported a position in AMAT in Q2 2021 and held it in 3 quarters. The position peaked at $778K in Q4 2021. 1,775 funds tracked by Wall St. Rank hold AMAT as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Applied Materials position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,941 Applied Materials shares in Q1 2022, an estimated $778K.
  • Phoenix Wealth Advisors first reported a position in Applied Materials in Q2 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Applied Materials position peaked at $778K in Q4 2021.
  • 1,775 funds tracked by Wall St. Rank held Applied Materials as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.