Position
Simplicity Wealth,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 $429.1K$257.01 → $341.81
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.23K | $1.35M | — | — | — | 0.1% |
| Q1 2026 | 5.06K | $1.73M | $341.81 | $429.1K | −$44.7K | 0.1% |