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TrinityPoint Wealth’s Applied Materials AMAT Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.3M Buy
8,012
+364
+5% +$66K 0.18% 127
2024
Q3 		$1.55M Sell
7,648
-611
-7% -$125K 0.22% 105
2024
Q2 		$1.95M Sell
8,259
-156
-2% -$33.5K 0.3% 84
2024
Q1 		$1.74M Sell
8,415
-95
-1% -$17.4K 0.29% 89
2023
Q4 		$1.38M Sell
8,510
-303
-3% -$44.5K 0.25% 100
2023
Q3 		$1.22M Sell
8,813
-387
-4% -$55.5K 0.24% 103
2023
Q2 		$1.33M Sell
9,200
-147
-2% -$18.4K 0.26% 99
2023
Q1 		$1.15M Sell
9,347
-138
-1% -$15.8K 0.25% 103
2022
Q4 		$924K Sell
9,485
-232
-2% -$22.3K 0.21% 115
2022
Q3 		$796K Buy
9,717
+1,422
+17% +$137K 0.18% 125
2022
Q2 		$755K Buy
8,295
+390
+5% +$42.8K 0.17% 121
2022
Q1 		$1.04M Buy
7,905
+374
+5% +$51.5K 0.19% 110
2021
Q4 		$1.19M Sell
7,531
-175
-2% -$25.4K 0.21% 106
2021
Q3 		$992K Sell
7,706
-470
-6% -$63.8K 0.19% 108
2021
Q2 		$1.16M Sell
8,176
-410
-5% -$55K 0.24% 97
2021
Q1 		$1.15M Sell
8,586
-596
-6% -$65.7K 0.27% 90
2020
Q4 		$969K Sell
9,182
-3,135
-25% -$232K 0.23% 96
2020
Q3 		$732K Sell
12,317
-140
-1% -$8.65K 0.2% 113
2020
Q2 		$753K Sell
12,457
-306
-2% -$16.5K 0.24% 99
2020
Q1 		$585K Buy
12,763
+404
+3% +$23.2K 0.23% 106
2019
Q4 		$754K Sell
12,359
-4,274
-26% -$240K 0.25% 105
2019
Q3 		$927K Buy
+16,633
New +$803K 0.32% 82

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's AMAT Position: Q4 2024 in Review

TrinityPoint Wealth increased its Applied Materials (AMAT) stake by 4.8% in Q4 2024, buying an estimated $66K and bringing the position to 8,012 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #127.

TrinityPoint Wealth first reported a position in AMAT in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.95M in Q2 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • TrinityPoint Wealth held 8,012 shares of Applied Materials worth $1.3M as of Q4 2024.
  • TrinityPoint Wealth bought 364 Applied Materials shares in Q4 2024, an estimated $66K.
  • Applied Materials made up 0.18% of TrinityPoint Wealth's portfolio in Q4 2024, its #127 holding.
  • TrinityPoint Wealth first reported a position in Applied Materials in Q3 2019 and has held it in 22 quarters since.
  • TrinityPoint Wealth's Applied Materials position peaked at $1.95M in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.