Position
Dynamic Advisor Solutions LLC in Applied Matls Inc
Back to the book · All holders of APPLIED MATLS INC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $660.6K$256.98 → $341.80
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.79K | $2M | — | — | — | 0.1% |
| Q1 2026 | 8.32K | $2.84M | $341.80 | $660.6K | $180.5K | 0.1% |