Polaris Wealth Advisory Group’s Applied Materials AMAT Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$13.5M	Buy	+97,317	New	+$14M	1.03%	34
2023 Q2	–	Sell	-1,763	Closed	-$217K	–	141
2023 Q1	$217K	Buy	+1,763	New	+$202K	0.02%	164
2022 Q2	–	Sell	-1,763	Closed	-$216K	–	135
2022 Q1	$216K	Hold	1,763	–	–	0.01%	149
2021 Q4	$277K	Sell	1,763 -237	-12%	-$34.3K	0.02%	153
2021 Q3	$256K	Hold	2,000	–	–	0.02%	145
2021 Q2	$276K	Buy	2,000 +423	+27%	+$56.8K	0.02%	146
2021 Q1	$219K	Sell	1,577 -78,545	-98%	-$8.66M	0.01%	160
2020 Q4	$7.66M	Buy	+80,122	New	+$5.92M	0.57%	55
2020 Q3	–	Sell	-426,167	Closed	-$25.4M	–	156
2020 Q2	$25.4M	Buy	+426,167	New	+$23M	2.01%	14
2019 Q4	–	Sell	-499,595	Closed	-$24.7M	–	153
2019 Q3	$24.7M	Buy	499,595 +2,635	+0.5%	+$127K	2.02%	21
2019 Q2	$22.7M	Buy	+496,960	New	+$20.9M	1.72%	31
2018 Q4	–	Sell	-1,190	Closed	-$46K	–	155
2018 Q3	$46K	Sell	1,190 -499,299	-100%	-$22.1M	﹤0.01%	251
2018 Q2	$27.8M	Sell	500,489 -357	-0.1%	-$18.4K	2.35%	11
2018 Q1	$27.9M	Buy	500,846 +21,204	+4%	+$1.18M	2.27%	11
2017 Q4	$24.5M	Buy	479,642 +10,679	+2%	+$579K	2.01%	12
2017 Q3	$24.4M	Sell	468,963 -19,193	-4%	-$868K	2.15%	8
2017 Q2	$20.2M	Sell	488,156 -75,836	-13%	-$3.22M	2.29%	13
2017 Q1	$21.9M	Sell	563,992 -10,041	-2%	-$361K	2.39%	8
2016 Q4	$18.5M	Buy	+574,033	New	+$17.5M	2.15%	14

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's AMAT Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Applied Materials (AMAT) in Q3 2023: 97,317 shares worth $13.5M. The stake represents 1.03% of the portfolio and ranks #34 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in AMAT as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in AMAT in Q4 2016 and has held it in 19 quarters since. The position peaked at $27.9M in Q1 2018. 1,845 funds tracked by Wall St. Rank hold AMAT as of Q3 2023.

Polaris Wealth Advisory Group held 97,317 shares of Applied Materials worth $13.5M as of Q3 2023.
Applied Materials was a new Polaris Wealth Advisory Group position in Q3 2023.
Applied Materials made up 1.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #34 holding.
Polaris Wealth Advisory Group first reported a position in Applied Materials in Q4 2016 and has held it in 19 quarters since.
Polaris Wealth Advisory Group's Applied Materials position peaked at $27.9M in Q1 2018.
1,845 funds tracked by Wall St. Rank held Applied Materials as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.