BerganKDV Wealth Management’s Advanced Micro Devices AMD Stock Holding History

BerganKDV Wealth 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
2023 Q2	$11.4K	Sell	100 -398	-80%	-$41.4K	﹤0.01%	544
2023 Q1	$48.8K	Buy	498 +289	+138%	+$23.5K	0.01%	397
2022 Q4	$13.5K	Buy	209 +11	+6%	+$726	﹤0.01%	540
2022 Q3	$13K	Sell	198 -483	-71%	-$41.1K	﹤0.01%	533
2022 Q2	$52K	Buy	681 +44	+7%	+$4.12K	0.01%	378
2022 Q1	$70K	Buy	637 +508	+394%	+$60.6K	0.01%	356
2021 Q4	$19K	Buy	129 +6	+5%	+$807	﹤0.01%	551
2021 Q3	$13K	Hold	123	–	–	﹤0.01%	589
2021 Q2	$12K	Hold	123	–	–	﹤0.01%	575
2021 Q1	$10K	Sell	123 -100	-45%	-$8.61K	﹤0.01%	573
2020 Q4	$20K	Hold	223	–	–	﹤0.01%	474
2020 Q3	$18K	Hold	223	–	–	﹤0.01%	437
2020 Q2	$12K	Sell	223 -41	-16%	-$2.17K	﹤0.01%	510
2020 Q1	$12K	Buy	264 +100	+61%	+$4.82K	﹤0.01%	471
2019 Q4	$8K	Buy	164 +127	+343%	+$4.67K	﹤0.01%	542
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	647
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	686
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	677
2018 Q4	$1K	Buy	+37	New	+$800	﹤0.01%	637

Other funds holding AMD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's AMD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Advanced Micro Devices (AMD) stake by 80% in Q2 2023, selling an estimated $41.4K and leaving 100 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

BerganKDV Wealth Management first reported a position in AMD in Q4 2018 and has held it in 19 quarters since. The position peaked at $70K in Q1 2022. 2,020 funds tracked by Wall St. Rank hold AMD as of Q2 2023.

BerganKDV Wealth Management held 100 shares of Advanced Micro Devices worth $11.4K as of Q2 2023.
BerganKDV Wealth Management sold 398 Advanced Micro Devices shares in Q2 2023, an estimated $41.4K.
Advanced Micro Devices made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #544 holding.
BerganKDV Wealth Management first reported a position in Advanced Micro Devices in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Advanced Micro Devices position peaked at $70K in Q1 2022.
2,020 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.