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Wealthspire Advisors (Maryland)’s Applied Materials AMAT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$387K Buy
6,502
+513
+9% +$31.7K 0.01% 314
2020
Q2 		$362K Buy
5,989
+33
+0.6% +$1.78K 0.03% 308
2020
Q1 		$273K Buy
5,956
+170
+3% +$9.77K 0.02% 321
2019
Q4 		$353K Buy
5,786
+350
+6% +$19.7K 0.02% 339
2019
Q3 		$271K Buy
5,436
+82
+2% +$3.96K 0.02% 372
2019
Q2 		$240K Buy
5,354
+654
+14% +$27.5K 0.02% 400
2019
Q1 		$186K Buy
4,700
+125
+3% +$4.75K 0.01% 455
2018
Q4 		$150K Sell
4,575
-288
-6% -$9.87K 0.01% 477
2018
Q3 		$188K Sell
4,863
-2,404
-33% -$106K 0.02% 477
2018
Q2 		$336K Sell
7,267
-1,002
-12% -$51.7K 0.03% 327
2018
Q1 		$460K Buy
8,269
+731
+10% +$40.7K 0.04% 257
2017
Q4 		$385K Buy
7,538
+3,744
+99% +$203K 0.04% 316
2017
Q3 		$198K Sell
3,794
-740
-16% -$33.5K 0.02% 477
2017
Q2 		$187K Buy
4,534
+709
+19% +$30.1K 0.02% 474
2017
Q1 		$149K Sell
3,825
-11,747
-75% -$422K 0.02% 474
2016
Q4 		$503K Sell
15,572
-613
-4% -$18.7K 0.08% 177
2016
Q3 		$488K Buy
16,185
+9,549
+144% +$266K 0.08% 179
2016
Q2 		$159K Sell
6,636
-473
-7% -$10.4K 0.03% 427
2016
Q1 		$151K Buy
7,109
+3,596
+102% +$65.6K 0.03% 419
2015
Q4 		$66K Buy
+3,513
New +$61K 0.01% 636

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMAT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Applied Materials (AMAT) stake by 8.6% in Q3 2020, buying an estimated $31.7K and bringing the position to 6,502 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #314.

Wealthspire Advisors (Maryland) first reported a position in AMAT in Q4 2015 and has held it in 20 quarters since. The position peaked at $503K in Q4 2016. 1,197 funds tracked by Wall St. Rank hold AMAT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,502 shares of Applied Materials worth $387K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 513 Applied Materials shares in Q3 2020, an estimated $31.7K.
  • Applied Materials made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #314 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Applied Materials in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Applied Materials position peaked at $503K in Q4 2016.
  • 1,197 funds tracked by Wall St. Rank held Applied Materials as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.