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Sterling Financial Planning’s Applied Materials AMAT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-112
Closed -$14K – 108
2021
Q3 		$14K Hold
112
– – 0.01% 287
2021
Q2 		$16K Buy
+112
New +$15K 0.01% 265

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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's AMAT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Applied Materials (AMAT) in Q4 2021, closing a stake of 112 shares — an estimated $14K sold.

Sterling Financial Planning first reported a position in AMAT in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold AMAT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Applied Materials position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 112 Applied Materials shares in Q4 2021, an estimated $14K.
  • Sterling Financial Planning first reported a position in Applied Materials in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Applied Materials position peaked at $16K in Q2 2021.
  • 1,839 funds tracked by Wall St. Rank held Applied Materials as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.