Cassady Schiller Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Cassady Schiller 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
2024 Q4	$148K	Buy	1,225 +32	+3%	+$4.6K	0.05%	135
2024 Q3	$196K	Hold	1,193	–	–	0.07%	120
2024 Q2	$194K	Hold	1,193	–	–	0.08%	116
2024 Q1	$215K	Buy	1,193 +9	+0.8%	+$1.57K	0.1%	112
2023 Q4	$175K	Hold	1,184	–	–	0.09%	120
2023 Q3	$122K	Buy	1,184 +184	+18%	+$20K	0.07%	133
2023 Q2	$114K	Hold	1,000	–	–	0.06%	139
2023 Q1	$98K	Hold	1,000	–	–	0.05%	146
2022 Q4	$64.8K	Buy	+1,000	New	+$66K	0.04%	176
2022 Q1	–	Sell	-1,027	Closed	-$148K	–	130
2021 Q4	$148K	Buy	+1,027	New	+$138K	0.09%	116

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cassady Schiller Wealth Management's AMD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Advanced Micro Devices (AMD) stake by 2.7% in Q4 2024, buying an estimated $4.6K and bringing the position to 1,225 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #135.

Cassady Schiller Wealth Management first reported a position in AMD in Q4 2021 and has held it in 10 quarters since. The position peaked at $215K in Q1 2024. 2,477 funds tracked by Wall St. Rank hold AMD as of Q4 2024.

Cassady Schiller Wealth Management held 1,225 shares of Advanced Micro Devices worth $148K as of Q4 2024.
Cassady Schiller Wealth Management bought 32 Advanced Micro Devices shares in Q4 2024, an estimated $4.6K.
Advanced Micro Devices made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #135 holding.
Cassady Schiller Wealth Management first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Advanced Micro Devices position peaked at $215K in Q1 2024.
2,477 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.