Avalon Global Asset Management’s Advanced Micro Devices AMD Stock Holding History

Avalon Global Asset Management’s Portfolio AMD Stock Details AMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-121,200	Closed	-$14.6M	–	39
2024 Q4	$14.6M	Hold	121,200	–	–	3.51%	12
2024 Q3	$19.9M	Hold	121,200	–	–	2.99%	11
2024 Q2	$19.7M	Buy	121,200 +600	+0.5%	+$96.5K	4.47%	7
2024 Q1	$21.8M	Sell	120,600 -15,000	-11%	-$2.62M	3.14%	4
2023 Q4	$20M	Buy	135,600 +5,000	+4%	+$589K	7.02%	1
2023 Q3	$13.4M	Buy	130,600 +20,000	+18%	+$2.17M	5.26%	7
2023 Q2	$12.6M	Buy	110,600 +600	+0.5%	+$62.4K	4.65%	8
2023 Q1	$10.8M	Hold	110,000	–	–	5.31%	7
2022 Q4	$7.13M	Buy	110,000 +15,000	+16%	+$990K	4.48%	12
2022 Q3	$6.02M	Buy	+95,000	New	+$8.09M	2.75%	16

Other funds holding AMD

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avalon Global Asset Management's AMD Position: Q1 2025 in Review

Avalon Global Asset Management sold out of Advanced Micro Devices (AMD) in Q1 2025, closing a stake of 121,200 shares — an estimated $14.6M sold.

Avalon Global Asset Management first reported a position in AMD in Q3 2022 and held it in 10 quarters. The position peaked at $21.8M in Q1 2024. 2,314 funds tracked by Wall St. Rank hold AMD as of Q1 2025.

Avalon Global Asset Management reported no remaining Advanced Micro Devices position as of Q1 2025 after selling out during the quarter.
Avalon Global Asset Management sold 121,200 Advanced Micro Devices shares in Q1 2025, an estimated $14.6M.
Avalon Global Asset Management first reported a position in Advanced Micro Devices in Q3 2022 and held it in 10 quarters.
Avalon Global Asset Management's Advanced Micro Devices position peaked at $21.8M in Q1 2024.
2,314 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2025.

Based on Avalon Global Asset Management's 13F filing for Q1 2025, filed 14 May 2025.