WR Wealth Planners’s Applied Materials AMAT Stock Holding History

WR Wealth Planners’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	$36.8K	Sell	226 -448	-66%	-$81.2K	0.01%	354
2024 Q3	$136K	Sell	674 -211	-24%	-$43.3K	0.04%	229
2024 Q2	$209K	Sell	885 -140	-14%	-$30.1K	0.06%	165
2024 Q1	$211K	Buy	+1,025	New	+$188K	0.07%	163
2023 Q4	–	Sell	-90	Closed	-$12.5K	–	210
2023 Q3	$12.5K	Hold	90	–	–	﹤0.01%	506
2023 Q2	$13K	Sell	90 -888	-91%	-$111K	0.01%	501
2023 Q1	$120K	Buy	+978	New	+$112K	0.05%	222

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's AMAT Position: Q4 2024 in Review

WR Wealth Planners reduced its Applied Materials (AMAT) stake by 66% in Q4 2024, selling an estimated $81.2K and leaving 226 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #354.

WR Wealth Planners first reported a position in AMAT in Q1 2023 and has held it in 7 quarters since. The position peaked at $211K in Q1 2024. 2,230 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

WR Wealth Planners held 226 shares of Applied Materials worth $36.8K as of Q4 2024.
WR Wealth Planners sold 448 Applied Materials shares in Q4 2024, an estimated $81.2K.
Applied Materials made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #354 holding.
WR Wealth Planners first reported a position in Applied Materials in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Applied Materials position peaked at $211K in Q1 2024.
2,230 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.