Charles Carroll Financial Partners’s Advanced Micro Devices AMD Stock Holding History

Charles Carroll Financial Partners’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 Q4	$1.41M	Buy	9,575 +250	+3%	+$29.5K	1.52%	21
2023 Q3	$959K	Hold	9,325	–	–	1.19%	22
2023 Q2	$1.06M	Buy	9,325 +5,625	+152%	+$585K	1.35%	21
2023 Q1	$363K	Buy	3,700 +200	+6%	+$16.3K	0.56%	31
2022 Q4	$227K	Hold	3,500	–	–	0.35%	36
2022 Q3	$222K	Buy	+3,500	New	+$298K	0.36%	40
2022 Q2	–	Sell	-16,084	Closed	-$1.76M	–	44
2022 Q1	$1.76M	Buy	+16,084	New	+$1.92M	1.82%	15

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Charles Carroll Financial Partners's AMD Position: Q4 2023 in Review

Charles Carroll Financial Partners increased its Advanced Micro Devices (AMD) stake by 2.7% in Q4 2023, buying an estimated $29.5K and bringing the position to 9,575 shares worth $1.41M. The position accounts for 1.52% of the portfolio, ranked #21.

Charles Carroll Financial Partners first reported a position in AMD in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2022. 2,303 funds tracked by Wall St. Rank hold AMD as of Q4 2023.

Charles Carroll Financial Partners held 9,575 shares of Advanced Micro Devices worth $1.41M as of Q4 2023.
Charles Carroll Financial Partners bought 250 Advanced Micro Devices shares in Q4 2023, an estimated $29.5K.
Advanced Micro Devices made up 1.52% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #21 holding.
Charles Carroll Financial Partners first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 7 quarters since.
Charles Carroll Financial Partners's Advanced Micro Devices position peaked at $1.76M in Q1 2022.
2,303 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.