PWM
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PRW Wealth Management’s Applied Materials AMAT Stock Holding History

PRW 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
2023
Q3 		$212K Hold
1,615
– – 0.08% 100
2023
Q2 		$235K Buy
+1,615
New +$202K 0.08% 66
2022
Q2 		– Sell
-1,582
Closed -$208K – 97
2022
Q1 		$208K Sell
1,582
-251
-14% -$34.6K 0.09% 114
2021
Q4 		$288K Sell
1,833
-200
-10% -$29K 0.13% 77
2021
Q3 		$262K Sell
2,033
-3,929
-66% -$533K 0.13% 78
2021
Q2 		$849K Buy
5,962
+3,936
+194% +$528K 0.25% 111
2021
Q1 		$271K Sell
2,026
-404
-17% -$44.6K 0.13% 73
2020
Q4 		$210K Buy
+2,430
New +$180K 0.12% 89
2019
Q2 		– Sell
-194
Closed -$9K – 91
2019
Q1 		$9K Hold
194
– – 0.01% 290
2018
Q4 		$7K Buy
+194
New +$6.65K 0.01% 315

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return