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Steward Partners Investment Solutions’s Applied Materials AMAT Stock Holding History

Steward Partners Investment Solutions’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 		$310K Sell
1,501
-349
-19% -$64K 0.05% 207
2023
Q4 		$300K Buy
+1,850
New +$272K 0.13% 116

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State Street
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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

Steward Partners Investment Solutions's AMAT Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Applied Materials (AMAT) stake by 19% in Q1 2024, selling an estimated $64K and leaving 1,501 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #207.

Steward Partners Investment Solutions first reported a position in AMAT in Q4 2023 and has held it in 2 quarters since. 2,213 funds tracked by Wall St. Rank hold AMAT as of Q1 2024.

  • Steward Partners Investment Solutions held 1,501 shares of Applied Materials worth $310K as of Q1 2024.
  • Steward Partners Investment Solutions sold 349 Applied Materials shares in Q1 2024, an estimated $64K.
  • Applied Materials made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #207 holding.
  • Steward Partners Investment Solutions first reported a position in Applied Materials in Q4 2023 and has held it in 2 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Applied Materials as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.