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Surevest’s Applied Materials AMAT Stock Holding History

Surevest’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
2022
Q3 		$25K Sell
310
-40
-11% -$3.86K 0.01% 226
2022
Q2 		$32K Hold
350
– – 0.01% 231
2022
Q1 		$46K Hold
350
– – 0.01% 188
2021
Q4 		$55K Buy
+350
New +$50.7K 0.01% 183
2020
Q1 		– Sell
-3,545
Closed -$216K – 99
2019
Q4 		$216K Buy
+3,545
New +$199K 0.09% 139

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's AMAT Position: Q3 2022 in Review

Surevest reduced its Applied Materials (AMAT) stake by 11% in Q3 2022, selling an estimated $3.86K and leaving 310 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #226.

Surevest first reported a position in AMAT in Q4 2019 and has held it in 5 quarters since. The position peaked at $216K in Q4 2019. 1,556 funds tracked by Wall St. Rank hold AMAT as of Q3 2022.

  • Surevest held 310 shares of Applied Materials worth $25K as of Q3 2022.
  • Surevest sold 40 Applied Materials shares in Q3 2022, an estimated $3.86K.
  • Applied Materials made up 0.01% of Surevest's portfolio in Q3 2022, its #226 holding.
  • Surevest first reported a position in Applied Materials in Q4 2019 and has held it in 5 quarters since.
  • Surevest's Applied Materials position peaked at $216K in Q4 2019.
  • 1,556 funds tracked by Wall St. Rank held Applied Materials as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.