UBP Investment Advisors’s Applied Materials AMAT Stock Holding History

UBP Investment 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
2022 Q3	$430K	Sell	5,211 -2,560	-33%	-$247K	0.22%	63
2022 Q2	$710K	Sell	7,771 -2,450	-24%	-$269K	0.28%	58
2022 Q1	$1.35M	Buy	+10,221	New	+$1.41M	0.5%	39
2021 Q4	–	Sell	-9,498	Closed	-$1.22M	–	100
2021 Q3	$1.22M	Sell	9,498 -1,113	-10%	-$151K	0.47%	40
2021 Q2	$1.51M	Buy	10,611 +177	+2%	+$23.8K	0.56%	40
2021 Q1	$1.39M	Buy	10,434 +5,219	+100%	+$576K	0.57%	34
2020 Q4	$450K	Buy	5,215 +136	+3%	+$10.1K	0.23%	49
2020 Q3	$302K	Buy	5,079 +1,858	+58%	+$115K	0.23%	46
2020 Q2	$195K	Buy	+3,221	New	+$174K	0.16%	57

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBP Investment Advisors's AMAT Position: Q3 2022 in Review

UBP Investment Advisors reduced its Applied Materials (AMAT) stake by 33% in Q3 2022, selling an estimated $247K and leaving 5,211 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #63.

UBP Investment Advisors first reported a position in AMAT in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2021. 1,556 funds tracked by Wall St. Rank hold AMAT as of Q3 2022.

UBP Investment Advisors held 5,211 shares of Applied Materials worth $430K as of Q3 2022.
UBP Investment Advisors sold 2,560 Applied Materials shares in Q3 2022, an estimated $247K.
Applied Materials made up 0.22% of UBP Investment Advisors's portfolio in Q3 2022, its #63 holding.
UBP Investment Advisors first reported a position in Applied Materials in Q2 2020 and has held it in 9 quarters since.
UBP Investment Advisors's Applied Materials position peaked at $1.51M in Q2 2021.
1,556 funds tracked by Wall St. Rank held Applied Materials as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.