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Source Financial Advisors’s Applied Materials AMAT Stock Holding History

Source 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
Q3 		– Sell
-916
Closed -$216K – 121
2024
Q2 		$216K Buy
+916
New +$197K 0.07% 108

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Source Financial Advisors's AMAT Position: Q3 2024 in Review

Source Financial Advisors sold out of Applied Materials (AMAT) in Q3 2024, closing a stake of 916 shares — an estimated $216K sold.

Source Financial Advisors first reported a position in AMAT in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 2,202 funds tracked by Wall St. Rank hold AMAT as of Q3 2024.

  • Source Financial Advisors reported no remaining Applied Materials position as of Q3 2024 after selling out during the quarter.
  • Source Financial Advisors sold 916 Applied Materials shares in Q3 2024, an estimated $216K.
  • Source Financial Advisors first reported a position in Applied Materials in Q2 2024 and held it in 1 quarter.
  • Source Financial Advisors's Applied Materials position peaked at $216K in Q2 2024.
  • 2,202 funds tracked by Wall St. Rank held Applied Materials as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.