Straight Path Wealth Management’s Applied Materials AMAT Stock Holding History

Straight Path 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
2024 Q1	–	Sell	-1,562	Closed	-$253K	–	92
2023 Q4	$253K	Hold	1,562	–	–	0.15%	75
2023 Q3	$216K	Hold	1,562	–	–	0.15%	72
2023 Q2	$226K	Sell	1,562 -500	-24%	-$62.6K	0.16%	69
2023 Q1	$253K	Hold	2,062	–	–	0.2%	59
2022 Q4	$201K	Buy	+2,062	New	+$198K	0.19%	63
2022 Q2	–	Sell	-1,562	Closed	-$206K	–	74
2022 Q1	$206K	Hold	1,562	–	–	0.17%	65
2021 Q4	$246K	Buy	+1,562	New	+$226K	0.21%	64

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Straight Path Wealth Management's AMAT Position: Q1 2024 in Review

Straight Path Wealth Management sold out of Applied Materials (AMAT) in Q1 2024, closing a stake of 1,562 shares — an estimated $253K sold.

Straight Path Wealth Management first reported a position in AMAT in Q4 2021 and held it in 7 quarters. The position peaked at $253K in Q1 2023. 2,213 funds tracked by Wall St. Rank hold AMAT as of Q1 2024.

Straight Path Wealth Management reported no remaining Applied Materials position as of Q1 2024 after selling out during the quarter.
Straight Path Wealth Management sold 1,562 Applied Materials shares in Q1 2024, an estimated $253K.
Straight Path Wealth Management first reported a position in Applied Materials in Q4 2021 and held it in 7 quarters.
Straight Path Wealth Management's Applied Materials position peaked at $253K in Q1 2023.
2,213 funds tracked by Wall St. Rank held Applied Materials as of Q1 2024.

Based on Straight Path Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.