Spartan Planning & Wealth Management’s Applied Materials AMAT Stock Holding History

Spartan Planning & 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 Q4	$94.6K	Sell	584 -429	-42%	-$63K	0.1%	100
2023 Q3	$140K	Buy	+1,013	New	+$145K	0.16%	69
2022 Q4	$1.07K	Buy	+11	New	+$1.05K	﹤0.01%	132
2022 Q2	–	Sell	-1,844	Closed	-$243K	–	92
2022 Q1	$243K	Buy	+1,844	New	+$254K	0.3%	46

Other funds holding AMAT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Spartan Planning & Wealth Management's AMAT Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Applied Materials (AMAT) stake by 42% in Q4 2023, selling an estimated $63K and leaving 584 shares worth $94.6K. The position accounts for 0.1% of the portfolio, ranked #100.

Spartan Planning & Wealth Management first reported a position in AMAT in Q1 2022 and has held it in 4 quarters since. The position peaked at $243K in Q1 2022. 2,026 funds tracked by Wall St. Rank hold AMAT as of Q4 2023.

Spartan Planning & Wealth Management held 584 shares of Applied Materials worth $94.6K as of Q4 2023.
Spartan Planning & Wealth Management sold 429 Applied Materials shares in Q4 2023, an estimated $63K.
Applied Materials made up 0.1% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #100 holding.
Spartan Planning & Wealth Management first reported a position in Applied Materials in Q1 2022 and has held it in 4 quarters since.
Spartan Planning & Wealth Management's Applied Materials position peaked at $243K in Q1 2022.
2,026 funds tracked by Wall St. Rank held Applied Materials as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.