RFA
AMAT icon

Resurgent Financial Advisors’s Applied Materials AMAT Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-657
Closed -$106K – 209
2023
Q4 		$106K Buy
657
+20
+3% +$2.94K 0.07% 239
2023
Q3 		$88.2K Buy
637
+59
+10% +$8.46K 0.06% 240
2023
Q2 		$83.5K Sell
578
-8
-1% -$1K 0.06% 258
2023
Q1 		$72K Sell
586
-74
-11% -$8.5K 0.05% 276
2022
Q4 		$64.3K Buy
+660
New +$63.3K 0.03% 380
2022
Q1 		– Sell
-4,600
Closed -$723K – 193
2021
Q4 		$723K Buy
+4,600
New +$666K 0.58% 52

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resurgent Financial Advisors's AMAT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Applied Materials (AMAT) in Q1 2024, closing a stake of 657 shares — an estimated $106K sold.

Resurgent Financial Advisors first reported a position in AMAT in Q4 2021 and held it in 6 quarters. The position peaked at $723K in Q4 2021. 2,213 funds tracked by Wall St. Rank hold AMAT as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Applied Materials position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 657 Applied Materials shares in Q1 2024, an estimated $106K.
  • Resurgent Financial Advisors first reported a position in Applied Materials in Q4 2021 and held it in 6 quarters.
  • Resurgent Financial Advisors's Applied Materials position peaked at $723K in Q4 2021.
  • 2,213 funds tracked by Wall St. Rank held Applied Materials as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.