Sutton Wealth Advisors’s Applied Materials AMAT Stock Holding History

Sutton Wealth Advisors’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 Q3	$115K	Buy	828 +80	+11%	+$11.5K	0.06%	154
2023 Q2	$108K	Buy	748 +441	+144%	+$55.2K	0.05%	161
2023 Q1	$37.7K	Sell	307 -5,355	-95%	-$615K	0.02%	232
2022 Q4	$551K	Sell	5,662 -1,223	-18%	-$117K	0.21%	77
2022 Q3	$564K	Buy	6,885 +1,171	+20%	+$113K	0.23%	71
2022 Q2	$520K	Buy	5,714 +42	+0.7%	+$4.61K	0.21%	79
2022 Q1	$748K	Buy	5,672 +21	+0.4%	+$2.89K	0.26%	67
2021 Q4	$889K	Buy	5,651 +3	+0.1%	+$435	0.3%	56
2021 Q3	$727K	Buy	5,648 +6	+0.1%	+$815	0.27%	65
2021 Q2	$803K	Hold	5,642	–	–	0.29%	59
2021 Q1	$754K	Buy	5,642 +36	+0.6%	+$3.97K	0.3%	58
2020 Q4	$484K	Buy	5,606 +24	+0.4%	+$1.77K	0.21%	83
2020 Q3	$332K	Hold	5,582	–	–	0.16%	104
2020 Q2	$337K	Buy	5,582 +15	+0.3%	+$809	0.18%	99
2020 Q1	$255K	Buy	5,567 +7	+0.1%	+$402	0.16%	104
2019 Q4	$339K	Sell	5,560 -7	-0.1%	-$393	0.17%	102
2019 Q3	$278K	Hold	5,567	–	–	0.16%	114
2019 Q2	$250K	Buy	5,567 +75	+1%	+$3.16K	0.14%	119
2019 Q1	$218K	Hold	5,492	–	–	0.13%	129
2018 Q4	$180K	Sell	5,492 -531	-9%	-$18.2K	0.12%	141
2018 Q3	$233K	Buy	6,023 +551	+10%	+$24.4K	0.15%	113
2018 Q2	$253K	Hold	5,472	–	–	0.18%	99
2018 Q1	$304K	Sell	5,472 -32	-0.6%	-$1.78K	0.22%	77
2017 Q4	$281K	Buy	5,504 +32	+0.6%	+$1.73K	0.21%	83
2017 Q3	$285K	Hold	5,472	–	–	0.22%	80
2017 Q2	$226K	Sell	5,472 -680	-11%	-$28.9K	0.18%	98
2017 Q1	$239K	Sell	6,152 -108	-2%	-$3.88K	0.2%	81
2016 Q4	$202K	Sell	6,260 -216	-3%	-$6.57K	0.18%	96
2016 Q3	$195K	Hold	6,476	–	–	0.18%	96
2016 Q2	$155K	Hold	6,476	–	–	0.15%	120
2016 Q1	$137K	Buy	+6,476	New	+$118K	0.13%	142

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 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's AMAT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Applied Materials (AMAT) stake by 11% in Q3 2023, buying an estimated $11.5K and bringing the position to 828 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #154.

Sutton Wealth Advisors first reported a position in AMAT in Q1 2016 and has held it in 31 quarters since. The position peaked at $889K in Q4 2021. 1,845 funds tracked by Wall St. Rank hold AMAT as of Q3 2023.

Sutton Wealth Advisors held 828 shares of Applied Materials worth $115K as of Q3 2023.
Sutton Wealth Advisors bought 80 Applied Materials shares in Q3 2023, an estimated $11.5K.
Applied Materials made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #154 holding.
Sutton Wealth Advisors first reported a position in Applied Materials in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Applied Materials position peaked at $889K in Q4 2021.
1,845 funds tracked by Wall St. Rank held Applied Materials as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.